JSIYX Mutual Fund

NAV$17.39

AUM$681M

TER0.34%

Holdings20

JSIYX Mutual Fund

NAV$17.39

JPMorgan Smartretirement Income Fund Class R6

AUM$681M

TER0.34%

Holdings20

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Holdings Overlap Analysis

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

JSIYX Mutual Fund Overlap Analysis

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

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

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