JSBSX Mutual Fund

NAV$26.49

AUM$30,118.21

TER0.42%

Holdings16

JSBSX Mutual Fund

NAV$26.49

JPMorgan SmartRetirement Blend 2065 Fund Class I Class I

AUM$30,118.21

TER0.42%

Holdings16

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Holdings Overlap Analysis

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

JSBSX Mutual Fund Overlap Analysis

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

JSBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JSBSX may share significant positions with broad-market funds.

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