Fund comparison · from official SEC filings
JAKDX vs JMBRX: how much do they overlap?
JPMorgan SmartRetirement Blend 2070 Fund and JPMorgan SmartRetirement Blend 2045 Fund
vs
JAKDX and JMBRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAKDX
JMBRX
O
OGFAXJPMORGAN EQUITY INDEX-R6
47.45%
45.81%
B
BBINJPM BETABUILDERS INTL EQTY
22.66%
20.92%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.99%
8.73%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.10%
3.97%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.09%
3.78%
J
JCBUXJPMORGAN CORE BOND-R6
1.66%
2.91%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.48%
2.10%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.14%
1.85%
B
BBREJPM BETABLDRS MSCI US REIT
1.84%
1.71%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.26%
0.42%
T
T 4.125 01.31.27US TREASURY N/B
0.32%
0.16%
?
—N/A
-0.06%
0.00%
Only in JAKDX
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.58%
I
IWMISHARES RUSSELL 2000 ETF
3.48%
Only in JMBRX
B
BBMCJPM BETABUILDERS US MID CAP
5.11%
B
BBSCJPMORGAN BETABUILDERS US SC
2.54%
O
OGW3Generic 3rd 'OGW' Future
-0.01%
Hold JAKDX and JMBRX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
JMBRX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
94% overlap
JMBRX vs JPTBXJPMorgan SmartRetirement Blend 2055 Fund
94% overlap
JMBRX vs JAABXJPMorgan SmartRetirement Blend 2060 Fund
94% overlap
JMBRX vs JSBPXJPMorgan SmartRetirement Blend 2065 Fund
94% overlap
JMBRX vs JNTEXJPMorgan SmartRetirement Blend 2040 Fund
92% overlap
JAKDX vs JPTBXJPMorgan SmartRetirement Blend 2055 Fund
90% 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.