JSAZX Mutual Fund

NAV$25.75

AUM$147M

TER1.14%

Holdings24

JSAZX Mutual Fund

NAV$25.75

JPMorgan Smartretirement 2045 Fund Class R2

AUM$147M

TER1.14%

Holdings24

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Holdings Overlap Analysis

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

JSAZX Mutual Fund Overlap Analysis

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

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

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