JSMAX Mutual Fund

NAV$20.76

AUM$586M

TER0.79%

Holdings22

JSMAX Mutual Fund

NAV$20.76

JPMorgan Smartretirement 2030 Fund Class A

AUM$586M

TER0.79%

Holdings22

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Holdings Overlap Analysis

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

JSMAX Mutual Fund Overlap Analysis

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

JSMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, JSMAX may share significant positions with broad-market funds.

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