JSMSX Mutual Fund

NAV$21.02

AUM$203M

TER0.60%

Holdings22

JSMSX Mutual Fund

NAV$21.02

JPMorgan Smartretirement 2030 Fund Class I

AUM$203M

TER0.60%

Holdings22

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Holdings Overlap Analysis

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

JSMSX Mutual Fund Overlap Analysis

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

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

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