JCBRX Mutual Fund

NAV$10.11

AUM$174M

TER0.40%

Holdings3,595

JCBRX Mutual Fund

NAV$10.11

JPMorgan Core Bond Fund Class R5

AUM$174M

TER0.40%

Holdings3,595

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Holdings Overlap Analysis

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

JCBRX Mutual Fund Overlap Analysis

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

JCBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3595 holdings, JCBRX may share significant positions with broad-market funds.

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