JFFSX Mutual Fund
NAV$33.81
AUM$66M
TER0.64%
Holdings25
JFFSX Mutual Fund
NAV$33.81
JPMorgan Smartretirement 2055 Fund Class I
AUM$66M
TER0.64%
Holdings25
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JFFSX Mutual Fund Overlap Analysis
JFFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JFFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JFFSX may share significant positions with broad-market funds.
JFFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JFFSX tax-loss harvesting finds highly correlated but non-identical funds.