JBSSX Mutual Fund
NAV$26.66
AUM$4M
TER0.42%
Holdings954
JBSSX Mutual Fund
NAV$26.66
JPMorgan Smartretirement Blend 2025 Fund Class I
AUM$4M
TER0.42%
Holdings954
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JBSSX Mutual Fund Overlap Analysis
JBSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JBSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 954 holdings, JBSSX may share significant positions with broad-market funds.
JBSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JBSSX tax-loss harvesting finds highly correlated but non-identical funds.