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Fund comparison · from official SEC filings

JAJKX vs JAKAX: how much do they overlap?

JPMorgan SmartRetirement 2070 Fund and JPMorgan SmartRetirement 2060 Fund
Holdings overlap
93%
of assets, by weight
Shared positions
22
of 23 / 24 holdings
JAJKX expense ratio
0.84%
net, per year
JAKAX expense ratio
0.83%
net, per year
JAJKX and JAKAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAJKX
JAKAX
J
JIREJPMORGAN INT RES ENH EQTY
13.07%
12.85%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
10.89%
11.89%
J
JUEMXJPMORGAN US EQUITY-R6
11.13%
11.69%
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
11.49%
11.20%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
11.36%
11.39%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
9.23%
9.22%
J
JNEMXJPMORGAN INTL EQTY-R6
6.97%
6.98%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
5.00%
4.92%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
4.11%
3.09%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.46%
2.40%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.95%
2.02%
J
JCBUXJPMORGAN CORE BOND-R6
1.67%
1.65%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
1.66%
0.90%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.49%
1.46%
J
JPREJPMORGAN REALTY INCOME ETF
1.40%
1.37%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
1.07%
1.05%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.55%
0.53%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.54%
0.53%
B
BBREJPM BETABLDRS MSCI US REIT
0.46%
0.46%
T
T 4.125 01.31.27US TREASURY N/B
0.32%
0.18%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.26%
0.25%
?
—N/A
-0.06%
-0.01%
Only in JAJKX
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
3.99%
Only in JAKAX
B
BBMCJPM BETABUILDERS US MID CAP
4.01%
O
OGW3Generic 3rd 'OGW' Future
-0.04%
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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.