JBYSX Mutual Fund

NAV$26.61

AUM$1.8B

TER0.17%

Holdings954

JBYSX Mutual Fund

NAV$26.61

JPMorgan Smartretirement Blend 2025 Fund Class R6

AUM$1.8B

TER0.17%

Holdings954

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Holdings Overlap Analysis

Compare JBYSX 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 JBYSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JBYSX Mutual Fund Overlap Analysis

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

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

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