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Fund comparison · from official SEC filings

JAKAX vs JSMAX: how much do they overlap?

JPMorgan SmartRetirement 2060 Fund and JPMorgan SmartRetirement 2030 Fund
Holdings overlap
61%
of assets, by weight
Shared positions
21
of 24 / 22 holdings
JAKAX expense ratio
0.83%
net, per year
JSMAX expense ratio
0.79%
net, per year
JAKAX and JSMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAKAX
JSMAX
J
JCBUXJPMORGAN CORE BOND-R6
1.65%
27.72%
J
JIREJPMORGAN INT RES ENH EQTY
12.85%
7.67%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
11.89%
12.68%
J
JUEMXJPMORGAN US EQUITY-R6
11.69%
12.54%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.92%
9.24%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
9.22%
5.49%
J
JNEMXJPMORGAN INTL EQTY-R6
6.98%
4.14%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.46%
5.60%
B
BBMCJPM BETABUILDERS US MID CAP
4.01%
3.80%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
3.09%
1.49%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.40%
1.46%
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.02%
1.24%
J
JPREJPMORGAN REALTY INCOME ETF
1.37%
0.82%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
1.33%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
1.05%
1.04%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.90%
0.27%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.53%
0.52%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.53%
0.52%
B
BBREJPM BETABLDRS MSCI US REIT
0.46%
0.27%
T
T 4.125 01.31.27US TREASURY N/B
0.18%
0.08%
?
—N/A
-0.01%
-0.01%
Only in JAKAX
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
11.39%
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
11.20%
O
OGW3Generic 3rd 'OGW' Future
-0.04%
Only in JSMAX
J
JCPIJP MORGAN INFLATION MGD BOND
2.09%
Hold JAKAX and JSMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.