JNSAX Mutual Fund

NAV$18.36

AUM$372M

TER0.79%

Holdings20

JNSAX Mutual Fund

NAV$18.36

JPMorgan Smartretirement 2025 Fund Class A

AUM$372M

TER0.79%

Holdings20

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Holdings Overlap Analysis

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

JNSAX Mutual Fund Overlap Analysis

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

JNSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSAX may share significant positions with broad-market funds.

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