Fund comparison · from official SEC filings
JAKDX vs JPTBX: how much do they overlap?
JPMorgan SmartRetirement Blend 2070 Fund and JPMorgan SmartRetirement Blend 2055 Fund
vs
JAKDX and JPTBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JAKDX
JPTBX
O
OGFAXJPMORGAN EQUITY INDEX-R6
47.45%
48.83%
B
BBINJPM BETABUILDERS INTL EQTY
22.66%
22.71%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.99%
4.92%
B
BBEMJPMORGAN BETABUILDERS EM EQT
4.10%
4.19%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
4.09%
4.15%
B
BBREJPM BETABLDRS MSCI US REIT
1.84%
1.81%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.14%
1.68%
J
JCBUXJPMORGAN CORE BOND-R6
1.66%
1.64%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.48%
1.46%
T
T 4.125 01.31.27US TREASURY N/B
0.32%
0.21%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.26%
0.25%
?
—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 JPTBX
B
BBMCJPM BETABUILDERS US MID CAP
5.47%
B
BBSCJPMORGAN BETABUILDERS US SC
2.72%
O
OGW3Generic 3rd 'OGW' Future
-0.03%
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90% overlap
JAKDX vs JNABXJPMorgan SmartRetirement Blend 2050 Fund
89% 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.