JSAYX Mutual Fund

NAV$26.40

AUM$1.4B

TER0.39%

Holdings24

JSAYX Mutual Fund

NAV$26.40

JPMorgan Smartretirement 2045 Fund Class R6

AUM$1.4B

TER0.39%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JSAYX Mutual Fund Overlap Analysis

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

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

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