JSMDX Mutual Fund

NAV$27.18

AUM$3M

TER0.27%

Holdings16

JSMDX Mutual Fund

NAV$27.18

JPMorgan SmartRetirement Blend 2065 Fund Class R5 Class R5

AUM$3M

TER0.27%

Holdings16

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Holdings Overlap Analysis

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

JSMDX Mutual Fund Overlap Analysis

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

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

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