JAKGX Mutual Fund

NAV$16.07

AUM$21,001.83

TER0.42%

Holdings14

JAKGX Mutual Fund

NAV$16.07

JPMorgan SmartRetirement Blend 2070 Fund Class R4

AUM$21,001.83

TER0.42%

Holdings14

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Holdings Overlap Analysis

Compare JAKGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAKGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAKGX Mutual Fund Overlap Analysis

JAKGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JAKGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JAKGX may share significant positions with broad-market funds.

JAKGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAKGX tax-loss harvesting finds highly correlated but non-identical funds.