JSMZX Mutual Fund

NAV$20.88

AUM$174M

TER1.10%

Holdings22

JSMZX Mutual Fund

NAV$20.88

JPMorgan Smartretirement 2030 Fund Class R2

AUM$174M

TER1.10%

Holdings22

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Holdings Overlap Analysis

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

JSMZX Mutual Fund Overlap Analysis

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

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

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