SMTSX Mutual Fund

NAV$25.52

AUM$201M

TER0.64%

Holdings24

SMTSX Mutual Fund

NAV$25.52

JPMorgan Smartretirement 2040 Fund Class I

AUM$201M

TER0.64%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SMTSX Mutual Fund Overlap Analysis

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

SMTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SMTSX may share significant positions with broad-market funds.

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