Fund comparison · from official SEC filings
JFLJX vs JSIIX: how much do they overlap?
JPMorgan Investor Conservative Growth Fund and JPMorgan SmartRetirement Income Fund
vs
JFLJX and JSIIX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JFLJX
JSIIX
J
JCBUXJPMORGAN CORE BOND-R6
35.32%
32.91%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
16.30%
10.96%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
2.50%
9.08%
J
JUEMXJPMORGAN US EQUITY-R6
4.01%
8.98%
J
JHYUXJPMORGAN HIGH YIELD-R6
2.89%
7.23%
J
JIREJPMORGAN INT RES ENH EQTY
4.11%
5.49%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
1.47%
3.94%
J
JNEMXJPMORGAN INTL EQTY-R6
0.98%
2.97%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.90%
2.88%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.02%
1.82%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.09%
1.05%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
0.46%
0.75%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.74%
0.70%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.52%
0.38%
Only in JFLJX
J
JMSFXJPMORGAN INCOME FUND-R6
6.68%
J
JPLDJPMORGAN LTD DURATION ETF
4.01%
J
JLGMXJPMORGAN LARGE CAP GROW-R6
2.70%
O
OIEJXJPMORGAN EQUITY INCOME-R6
2.33%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
2.28%
?
—JPMorgan U.S. GARP Equity Fund
2.21%
J
JSDRXJPM SHRT DUR CORE PLUS-R6
2.01%
J
JLVMXJPMORGAN LARGE CAP VALUE-R6
1.70%
J
JMGMXJPMORGAN MID CAP GROWTH-R6
1.36%
J
JFLXJPMORGAN FLEXIBLE DEBT ETF
0.97%
J
JMEEJPM SMA & MID CAP EN EQ ET-U
0.94%
V
VEUVXJPMORGAN EUROPE DYNAMIC-R6
0.52%
Only in JSIIX
J
JCPIJP MORGAN INFLATION MGD BOND
5.20%
B
BBMCJPM BETABUILDERS US MID CAP
2.73%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
1.76%
J
JPREJPMORGAN REALTY INCOME ETF
0.59%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.38%
B
BBREJPM BETABLDRS MSCI US REIT
0.20%
Hold JFLJX and JSIIX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
JSIIX vs JNSAXJPMorgan SmartRetirement 2025 Fund
98% overlap
JSIIX vs JSMAXJPMorgan SmartRetirement 2030 Fund
86% overlap
JFLJX vs JFQUXJPMorgan Investor Balanced Fund
80% overlap
JFLJX vs JNSAXJPMorgan SmartRetirement 2025 Fund
64% overlap
JSIIX vs JFQUXJPMorgan Investor Balanced Fund
64% overlap
JFLJX vs JFBUXJPMorgan Investor Growth & Income Fund
64% 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.