JFFYX Mutual Fund

NAV$34.44

AUM$855M

TER0.39%

Holdings25

JFFYX Mutual Fund

NAV$34.44

JPMorgan Smartretirement 2055 Fund Class R6

AUM$855M

TER0.39%

Holdings25

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Holdings Overlap Analysis

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

JFFYX Mutual Fund Overlap Analysis

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

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

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