JSAAX Mutual Fund

NAV$26.11

AUM$522M

TER0.83%

Holdings24

JSAAX Mutual Fund

NAV$26.11

JPMorgan Smartretirement 2045 Fund Class A

AUM$522M

TER0.83%

Holdings24

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Holdings Overlap Analysis

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

JSAAX Mutual Fund Overlap Analysis

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

JSAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSAAX may share significant positions with broad-market funds.

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