JAKIX Mutual Fund

NAV$28.26

AUM$219M

TER0.49%

Holdings24

JAKIX Mutual Fund

NAV$28.26

JPMorgan Smartretirement 2060 Fund Class R5

AUM$219M

TER0.49%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

JAKIX Mutual Fund Overlap Analysis

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

JAKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JAKIX may share significant positions with broad-market funds.

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