JSMPX Mutual Fund

NAV$25.49

AUM$67,956.39

TER0.90%

Holdings24

JSMPX Mutual Fund

NAV$25.49

JPMorgan SmartRetirement 2065 Fund Class R3 Class R3

AUM$67,956.39

TER0.90%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JSMPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JSMPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JSMPX Mutual Fund Overlap Analysis

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

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

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