JNSPX Mutual Fund
NAV$17.99
AUM$12M
TER0.85%
Holdings20
JNSPX Mutual Fund
NAV$17.99
JPMorgan Smartretirement 2025 Fund Class R3
AUM$12M
TER0.85%
Holdings20
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JNSPX Mutual Fund Overlap Analysis
JNSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSPX may share significant positions with broad-market funds.
JNSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSPX tax-loss harvesting finds highly correlated but non-identical funds.