JSMKX Mutual Fund

NAV$25.51

AUM$819,153.94

TER1.15%

Holdings24

JSMKX Mutual Fund

NAV$25.51

JPMorgan SmartRetirement 2065 Fund Class R2 Class R2

AUM$819,153.94

TER1.15%

Holdings24

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Holdings Overlap Analysis

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

JSMKX Mutual Fund Overlap Analysis

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

JSMKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, JSMKX may share significant positions with broad-market funds.

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