JNTNX Mutual Fund

NAV$39.78

AUM$49M

TER0.42%

Holdings16

JNTNX Mutual Fund

NAV$39.78

JPMorgan Smartretirement Blend 2040 Fund Class R4

AUM$49M

TER0.42%

Holdings16

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Holdings Overlap Analysis

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

JNTNX Mutual Fund Overlap Analysis

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

JNTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JNTNX may share significant positions with broad-market funds.

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