SRJQX Mutual Fund

NAV$23.42

AUM$5M

TER0.64%

Holdings24

SRJQX Mutual Fund

NAV$23.42

JPMorgan Smartretirement 2035 Fund Class R4

AUM$5M

TER0.64%

Holdings24

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Holdings Overlap Analysis

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

SRJQX Mutual Fund Overlap Analysis

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

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

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