SRJCX Mutual Fund

NAV$22.32

AUM$7M

TER1.39%

Holdings24

SRJCX Mutual Fund

NAV$22.32

JPMorgan Smartretirement 2035 Fund Class C

AUM$7M

TER1.39%

Holdings24

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Holdings Overlap Analysis

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

SRJCX Mutual Fund Overlap Analysis

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

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

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