JNEAX Mutual Fund

NAV$44.44

AUM$2M

TER0.42%

Holdings16

JNEAX Mutual Fund

NAV$44.44

JPMorgan Smartretirement Blend 2050 Fund Class I

AUM$2M

TER0.42%

Holdings16

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Holdings Overlap Analysis

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

JNEAX Mutual Fund Overlap Analysis

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

JNEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNEAX may share significant positions with broad-market funds.

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