JSMNX Mutual Fund

NAV$20.75

AUM$15M

TER0.85%

Holdings22

JSMNX Mutual Fund

NAV$20.75

JPMorgan Smartretirement 2030 Fund Class R3

AUM$15M

TER0.85%

Holdings22

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Holdings Overlap Analysis

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

JSMNX Mutual Fund Overlap Analysis

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

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

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