JBBSX Mutual Fund

NAV$26.47

AUM$22M

TER0.27%

Holdings954

JBBSX Mutual Fund

NAV$26.47

JPMorgan Smartretirement Blend 2025 Fund Class R5

AUM$22M

TER0.27%

Holdings954

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

JBBSX Mutual Fund Overlap Analysis

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

JBBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 954 holdings, JBBSX may share significant positions with broad-market funds.

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