Fund comparison · from official SEC filings

JAJKX vs JFFAX: how much do they overlap?

Name: JAJKX vs JFFAX holdings overlap
Creator: Unwrap.Fund

JPMorgan SmartRetirement 2070 Fund and JPMorgan SmartRetirement 2055 Fund

Fund A

Fund B

Holdings overlap

94%

of assets, by weight

Shared positions

of 23 / 25 holdings

JAJKX expense ratio

0.84%

net, per year

JFFAX expense ratio

0.83%

net, per year

JAJKX and JFFAX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JAJKX

JFFAX

JIREJPMORGAN INT RES ENH EQTY

13.07%

13.03%

JUEMXJPMORGAN US EQUITY-R6

11.13%

11.88%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

10.89%

11.76%

JGVVXJPMORGAN GROWTH ADVANTAG-R6

11.49%

11.29%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

11.36%

11.43%

JGLOJPMORGAN GLBL SLCT EQ ETF

9.23%

9.14%

JNEMXJPMORGAN INTL EQTY-R6

6.97%

6.91%

JCPUXJPMORGAN CORE PLUS BOND-R6

5.00%

4.96%

JEMAJPMORGAN ACTIVEBUILDERS EMER

4.11%

3.12%

EMRSXJPM EMG MRKT RES ENH EQ-R6

2.46%

2.42%

MGMXXJPMORGAN US GOVT MMKT-IM

0.95%

1.76%

JCBUXJPMORGAN CORE BOND-R6

1.67%

1.66%

JEMWXJPMORGAN EMERG MRKT EQ-R6

1.66%

0.91%

JHYUXJPMORGAN HIGH YIELD-R6

1.49%

1.47%

JPREJPMORGAN REALTY INCOME ETF

1.40%

1.38%

VSENXJPMORGAN SMALL CAP EQTY-R6

1.07%

1.06%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.55%

0.53%

JGSMXJPMORGAN SMALL CAP GROW-R6

0.54%

0.53%

BBREJPM BETABLDRS MSCI US REIT

0.46%

T 4.125 01.31.27US TREASURY N/B

0.32%

0.16%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

0.26%

0.25%

—N/A

-0.06%

-0.02%

Only in JAJKX

SPMDSS SPDR P S&P 400 MIDCAP ETF

3.99%

Only in JFFAX

BBMCJPM BETABUILDERS US MID CAP

3.92%

—British Pound

0.00%

OGW3Generic 3rd 'OGW' Future

-0.03%

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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.