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Fund comparison · from official SEC filings

JFFAX vs JFTUX: how much do they overlap?

JPMorgan SmartRetirement 2055 Fund and JPMorgan Investor Growth Fund
Holdings overlap
48%
of assets, by weight
Shared positions
15
of 25 / 24 holdings
JFFAX expense ratio
0.83%
net, per year
JFTUX expense ratio
0.48%
net, per year
Shared holdings
Company
JFFAX
JFTUX
J
JIREJPMORGAN INT RES ENH EQTY
13.03%
8.01%
J
JUEMXJPMORGAN US EQUITY-R6
11.88%
12.63%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
11.76%
7.56%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
11.43%
3.02%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
9.14%
3.33%
J
JCBUXJPMORGAN CORE BOND-R6
1.66%
7.89%
J
JNEMXJPMORGAN INTL EQTY-R6
6.91%
4.42%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.96%
1.46%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.91%
2.82%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.42%
2.51%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.76%
1.14%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.47%
1.41%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.53%
1.36%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
1.06%
0.32%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.43%
Only in JFFAX
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
11.29%
B
BBMCJPM BETABUILDERS US MID CAP
3.92%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
3.12%
J
JPREJPMORGAN REALTY INCOME ETF
1.38%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.53%
B
BBREJPM BETABLDRS MSCI US REIT
0.46%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
?
—British Pound
0.00%
O
OGW3Generic 3rd 'OGW' Future
-0.03%
?
—N/A
-0.02%
Only in JFTUX
J
JLGMXJPMORGAN LARGE CAP GROW-R6
11.38%
J
JLVMXJPMORGAN LARGE CAP VALUE-R6
10.04%
?
—JPMorgan U.S. GARP Equity Fund
5.22%
J
JMEEJPM SMA & MID CAP EN EQ ET-U
4.43%
O
OIEJXJPMORGAN EQUITY INCOME-R6
3.13%
I
IUENXJP MORGAN INTRNTL FOCUS-R6
2.90%
V
VEUVXJPMORGAN EUROPE DYNAMIC-R6
2.35%
J
JMGMXJPMORGAN MID CAP GROWTH-R6
1.75%
J
JMSFXJPMORGAN INCOME FUND-R6
0.49%
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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.