GBONX Mutual Fund

NAV$9.78

AUM$655M

TER0.51%

Holdings1,421

GBONX Mutual Fund

NAV$9.78

JPMorgan Global Bond Opportunities Fund Class R6

AUM$655M

TER0.51%

Holdings1,421

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GBONX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GBONX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GBONX Mutual Fund Overlap Analysis

GBONX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GBONX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1421 holdings, GBONX may share significant positions with broad-market funds.

GBONX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GBONX tax-loss harvesting finds highly correlated but non-identical funds.