JNSYX Mutual Fund

NAV$18.43

AUM$896M

TER0.35%

Holdings20

JNSYX Mutual Fund

NAV$18.43

JPMorgan Smartretirement 2025 Fund Class R6

AUM$896M

TER0.35%

Holdings20

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Holdings Overlap Analysis

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

JNSYX Mutual Fund Overlap Analysis

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

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

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