JSIIX Mutual Fund

NAV$17.39

AUM$379M

TER0.44%

Holdings20

JSIIX Mutual Fund

NAV$17.39

JPMorgan Smartretirement Income Fund Class R5

AUM$379M

TER0.44%

Holdings20

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JSIIX Mutual Fund Overlap Analysis

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

JSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSIIX may share significant positions with broad-market funds.

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