JPRRX Mutual Fund

NAV$36.30

AUM$324,581.4

TER0.92%

Holdings899

JPRRX Mutual Fund

NAV$36.30

JPMorgan Smartretirement Blend 2035 Fund Class R2

AUM$324,581.4

TER0.92%

Holdings899

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JPRRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JPRRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JPRRX Mutual Fund Overlap Analysis

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

JPRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 899 holdings, JPRRX may share significant positions with broad-market funds.

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