Fund comparison · from official SEC filings
JAABX vs JAKDX: how much do they overlap?
JPMorgan SmartRetirement Blend 2060 Fund and JPMorgan SmartRetirement Blend 2070 Fund
vs
JAABX and JAKDX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAABX
JAKDX
O
OGFAXJPMORGAN EQUITY INDEX-R6
48.72%
47.45%
B
BBINJPM BETABUILDERS INTL EQTY
22.91%
22.66%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.87%
4.99%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.15%
4.10%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.12%
4.09%
B
BBREJPM BETABLDRS MSCI US REIT
1.80%
1.84%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.72%
1.14%
J
JCBUXJPMORGAN CORE BOND-R6
1.62%
1.66%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.44%
1.48%
T
T 4.125 01.31.27US TREASURY N/B
0.23%
0.32%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.26%
?
—N/A
0.00%
-0.06%
Only in JAABX
B
BBMCJPM BETABUILDERS US MID CAP
5.50%
B
BBSCJPMORGAN BETABUILDERS US SC
2.69%
O
OGW3Generic 3rd 'OGW' Future
-0.04%
Only in JAKDX
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.58%
I
IWMISHARES RUSSELL 2000 ETF
3.48%
Hold JAABX and JAKDX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JAABX vs JMBRXJPMorgan SmartRetirement Blend 2045 Fund
94% overlap
JAKDX vs JPTBXJPMorgan SmartRetirement Blend 2055 Fund
90% overlap
JAKDX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
89% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.