JPSRX Mutual Fund

NAV$35.89

AUM$3M

TER0.42%

Holdings899

JPSRX Mutual Fund

NAV$35.89

JPMorgan Smartretirement Blend 2035 Fund Class I

AUM$3M

TER0.42%

Holdings899

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Holdings Overlap Analysis

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

JPSRX Mutual Fund Overlap Analysis

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

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

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