JNNRX Mutual Fund
NAV$42.86
AUM$839,855.68
TER0.92%
Holdings16
JNNRX Mutual Fund
NAV$42.86
JPMorgan Smartretirement Blend 2050 Fund Class R2
AUM$839,855.68
TER0.92%
Holdings16
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JNNRX Mutual Fund Overlap Analysis
JNNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNNRX may share significant positions with broad-market funds.
JNNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNNRX tax-loss harvesting finds highly correlated but non-identical funds.