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Fund comparison · from official SEC filings

JFTUX vs JSMAX: how much do they overlap?

JPMorgan Investor Growth Fund and JPMorgan SmartRetirement 2030 Fund
Holdings overlap
50%
of assets, by weight
Shared positions
14
of 24 / 22 holdings
JFTUX expense ratio
0.48%
net, per year
JSMAX expense ratio
0.79%
net, per year
JFTUX and JSMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JFTUX
JSMAX
J
JCBUXJPMORGAN CORE BOND-R6
7.89%
27.72%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
7.56%
12.68%
J
JUEMXJPMORGAN US EQUITY-R6
12.63%
12.54%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
1.46%
9.24%
J
JIREJPMORGAN INT RES ENH EQTY
8.01%
7.67%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.41%
5.60%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
3.33%
5.49%
J
JNEMXJPMORGAN INTL EQTY-R6
4.42%
4.14%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
2.82%
0.27%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.51%
1.46%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
1.36%
0.52%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.43%
1.33%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.14%
1.24%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
0.32%
1.04%
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%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
3.02%
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%
Only in JSMAX
B
BBMCJPM BETABUILDERS US MID CAP
3.80%
J
JCPIJP MORGAN INFLATION MGD BOND
2.09%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
1.49%
J
JPREJPMORGAN REALTY INCOME ETF
0.82%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.52%
B
BBREJPM BETABLDRS MSCI US REIT
0.27%
T
T 4.125 01.31.27US TREASURY N/B
0.08%
?
—N/A
-0.01%
Hold JFTUX and JSMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JSMAX vs JNSAXJPMorgan SmartRetirement 2025 Fund
88% overlap
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86% overlap
JFTUX vs JFBUXJPMorgan Investor Growth & Income Fund
78% overlap
JSMAX vs JSAAXJPMorgan SmartRetirement 2045 Fund
65% overlap
JFTUX vs JFQUXJPMorgan Investor Balanced Fund
63% overlap
JSMAX vs JFQUXJPMorgan Investor Balanced Fund
62% 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.