Fund comparison · from official SEC filings
JAABX vs JMBRX: how much do they overlap?
JPMorgan SmartRetirement Blend 2060 Fund and JPMorgan SmartRetirement Blend 2045 Fund
vs
JAABX and JMBRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAABX
JMBRX
O
OGFAXJPMORGAN EQUITY INDEX-R6
48.72%
45.81%
B
BBINJPM BETABUILDERS INTL EQTY
22.91%
20.92%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.87%
8.73%
B
BBMCJPM BETABUILDERS US MID CAP
5.50%
5.11%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.15%
3.97%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.12%
3.78%
J
JCBUXJPMORGAN CORE BOND-R6
1.62%
2.91%
B
BBSCJPMORGAN BETABUILDERS US SC
2.69%
2.54%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.44%
2.10%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.72%
1.85%
B
BBREJPM BETABLDRS MSCI US REIT
1.80%
1.71%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.42%
T
T 4.125 01.31.27US TREASURY N/B
0.23%
0.16%
?
—N/A
0.00%
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.04%
-0.01%
Only in JAABX
Nothing exclusive.
Only in JMBRX
Nothing exclusive.
Hold JAABX and JMBRX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JAABX vs JSBPXJPMorgan SmartRetirement Blend 2065 Fund
99% overlap
JMBRX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
94% overlap
JMBRX vs JPTBXJPMorgan SmartRetirement Blend 2055 Fund
94% overlap
JMBRX vs JSBPXJPMorgan SmartRetirement Blend 2065 Fund
94% 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.