SRJZX Mutual Fund

NAV$22.55

AUM$174M

TER1.14%

Holdings24

SRJZX Mutual Fund

NAV$22.55

JPMorgan Smartretirement 2035 Fund Class R2

AUM$174M

TER1.14%

Holdings24

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Holdings Overlap Analysis

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

SRJZX Mutual Fund Overlap Analysis

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

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

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