JUTPX Mutual Fund

NAV$31.28

AUM$14M

TER0.67%

Holdings1,110

JUTPX Mutual Fund

NAV$31.28

JPMorgan Smartretirement Blend 2030 Fund Class R3

AUM$14M

TER0.67%

Holdings1,110

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Holdings Overlap Analysis

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

JUTPX Mutual Fund Overlap Analysis

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

JUTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1110 holdings, JUTPX may share significant positions with broad-market funds.

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