JTRBX Mutual Fund

NAV$42.59

AUM$429,681.13

TER0.92%

Holdings16

JTRBX Mutual Fund

NAV$42.59

JPMorgan Smartretirement Blend 2055 Fund Class R2

AUM$429,681.13

TER0.92%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JTRBX Mutual Fund Overlap Analysis

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

JTRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JTRBX may share significant positions with broad-market funds.

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