JNTOX Mutual Fund

NAV$42.47

AUM$13M

TER0.67%

Holdings16

JNTOX Mutual Fund

NAV$42.47

JPMorgan Smartretirement Blend 2045 Fund Class R3

AUM$13M

TER0.67%

Holdings16

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Holdings Overlap Analysis

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

JNTOX Mutual Fund Overlap Analysis

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

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

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