JFFRX Mutual Fund

NAV$32.94

AUM$120M

TER1.14%

Holdings25

JFFRX Mutual Fund

NAV$32.94

JPMorgan Smartretirement 2055 Fund Class R2

AUM$120M

TER1.14%

Holdings25

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Holdings Overlap Analysis

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

JFFRX Mutual Fund Overlap Analysis

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

JFFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFRX may share significant positions with broad-market funds.

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