JSRSX Mutual Fund

NAV$17.19

AUM$111M

TER0.57%

Holdings20

JSRSX Mutual Fund

NAV$17.19

JPMorgan Smartretirement Income Fund Class I

AUM$111M

TER0.57%

Holdings20

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JSRSX Mutual Fund Overlap Analysis

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

JSRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSRSX may share significant positions with broad-market funds.

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