JSAIX Mutual Fund

NAV$26.66

AUM$656M

TER0.49%

Holdings24

JSAIX Mutual Fund

NAV$26.66

JPMorgan Smartretirement 2045 Fund Class R5

AUM$656M

TER0.49%

Holdings24

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Holdings Overlap Analysis

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

JSAIX Mutual Fund Overlap Analysis

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

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

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