JPYRX Mutual Fund

NAV$35.86

AUM$3.7B

TER0.17%

Holdings899

JPYRX Mutual Fund

NAV$35.86

JPMorgan Smartretirement Blend 2035 Fund Class R6

AUM$3.7B

TER0.17%

Holdings899

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Holdings Overlap Analysis

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

JPYRX Mutual Fund Overlap Analysis

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

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

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