SRJYX Mutual Fund

NAV$23.20

AUM$1.6B

TER0.39%

Holdings24

SRJYX Mutual Fund

NAV$23.20

JPMorgan Smartretirement 2035 Fund Class R6

AUM$1.6B

TER0.39%

Holdings24

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Holdings Overlap Analysis

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

SRJYX Mutual Fund Overlap Analysis

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

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

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