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Fund comparison · from official SEC filings

JSMAX vs JSMEX: how much do they overlap?

JPMorgan SmartRetirement 2030 Fund and JPMorgan SmartRetirement 2065 Fund
Holdings overlap
60%
of assets, by weight
Shared positions
21
of 22 / 24 holdings
JSMAX expense ratio
0.79%
net, per year
JSMEX expense ratio
0.84%
net, per year
JSMAX and JSMEX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JSMAX
JSMEX
J
JCBUXJPMORGAN CORE BOND-R6
27.72%
1.58%
J
JIREJPMORGAN INT RES ENH EQTY
7.67%
12.91%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
12.68%
11.76%
J
JUEMXJPMORGAN US EQUITY-R6
12.54%
11.88%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
9.24%
4.76%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
5.49%
9.24%
J
JNEMXJPMORGAN INTL EQTY-R6
4.14%
7.16%
J
JHYUXJPMORGAN HIGH YIELD-R6
5.60%
1.40%
B
BBMCJPM BETABUILDERS US MID CAP
3.80%
3.91%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
1.49%
3.13%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
1.46%
2.46%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.24%
1.99%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
1.33%
0.24%
J
JPREJPMORGAN REALTY INCOME ETF
0.82%
1.33%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
1.04%
1.12%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
0.27%
0.87%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.52%
0.50%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
0.52%
0.51%
B
BBREJPM BETABLDRS MSCI US REIT
0.27%
0.44%
T
T 4.125 01.31.27US TREASURY N/B
0.08%
0.23%
?
—N/A
-0.01%
-0.01%
Only in JSMAX
J
JCPIJP MORGAN INFLATION MGD BOND
2.09%
Only in JSMEX
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
11.37%
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
11.26%
O
OGW3Generic 3rd 'OGW' Future
-0.04%
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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.