JAKPX Mutual Fund

NAV$28.13

AUM$8M

TER0.89%

Holdings24

JAKPX Mutual Fund

NAV$28.13

JPMorgan Smartretirement 2060 Fund Class R3

AUM$8M

TER0.89%

Holdings24

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Holdings Overlap Analysis

Compare JAKPX 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 JAKPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAKPX Mutual Fund Overlap Analysis

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

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

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