JNSZX Mutual Fund
NAV$17.96
AUM$87M
TER1.10%
Holdings20
JNSZX Mutual Fund
NAV$17.96
JPMorgan Smartretirement 2025 Fund Class R2
AUM$87M
TER1.10%
Holdings20
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JNSZX Mutual Fund Overlap Analysis
JNSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JNSZX may share significant positions with broad-market funds.
JNSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNSZX tax-loss harvesting finds highly correlated but non-identical funds.