JSBYX Mutual Fund

NAV$27.26

AUM$179M

TER0.17%

Holdings16

JSBYX Mutual Fund

NAV$27.26

JPMorgan SmartRetirement Blend 2065 Fund Class R6 Class R6

AUM$179M

TER0.17%

Holdings16

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Holdings Overlap Analysis

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

JSBYX Mutual Fund Overlap Analysis

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

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

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