JSMMX Mutual Fund

NAV$25.11

AUM$34M

TER0.50%

Holdings24

JSMMX Mutual Fund

NAV$25.11

JPMorgan SmartRetirement 2065 Fund Class R5 Class R5

AUM$34M

TER0.50%

Holdings24

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Holdings Overlap Analysis

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

JSMMX Mutual Fund Overlap Analysis

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

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

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