SMTYX Mutual Fund

NAV$26.24

AUM$1.6B

TER0.39%

Holdings24

SMTYX Mutual Fund

NAV$26.24

JPMorgan Smartretirement 2040 Fund Class R6

AUM$1.6B

TER0.39%

Holdings24

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Holdings Overlap Analysis

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

SMTYX Mutual Fund Overlap Analysis

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

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

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