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Fund comparison · from official SEC filings

JFFAX vs JSAAX: how much do they overlap?

JPMorgan SmartRetirement 2055 Fund and JPMorgan SmartRetirement 2045 Fund
Holdings overlap
94%
of assets, by weight
Shared positions
24
of 25 / 24 holdings
JFFAX expense ratio
0.83%
net, per year
JSAAX expense ratio
0.83%
net, per year
JFFAX and JSAAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JFFAX
JSAAX
J
JIREJPMORGAN INT RES ENH EQTY
13.03%
12.19%
J
JUEMXJPMORGAN US EQUITY-R6
11.88%
11.08%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
11.76%
11.07%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
11.43%
10.57%
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
11.29%
10.62%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
9.14%
8.60%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
4.96%
8.76%
J
JNEMXJPMORGAN INTL EQTY-R6
6.91%
6.50%
B
BBMCJPM BETABUILDERS US MID CAP
3.92%
3.68%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
3.12%
3.02%
J
JCBUXJPMORGAN CORE BOND-R6
1.66%
2.92%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.42%
2.28%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.47%
2.11%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.76%
1.53%
J
JPREJPMORGAN REALTY INCOME ETF
1.38%
1.30%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
1.06%
1.00%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.91%
0.81%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.53%
0.50%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.53%
0.50%
B
BBREJPM BETABLDRS MSCI US REIT
0.46%
0.43%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.25%
0.42%
T
T 4.125 01.31.27US TREASURY N/B
0.16%
0.11%
O
OGW3Generic 3rd 'OGW' Future
-0.03%
-0.01%
?
—N/A
-0.02%
-0.01%
Only in JFFAX
?
—British Pound
0.00%
Only in JSAAX
Nothing exclusive.
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JSAAX vs JAKAXJPMorgan SmartRetirement 2060 Fund
94% overlap
JSAAX vs JTSAXJPMorgan SmartRetirement 2050 Fund
94% overlap
JSAAX vs JSMEXJPMorgan SmartRetirement 2065 Fund
94% 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.