JFBUX Mutual Fund

NAV$22.06

AUM$115M

TER0.47%

Holdings26

JFBUX Mutual Fund

NAV$22.06

JPMorgan Investor Growth & Income Fund Class R6

AUM$115M

TER0.47%

Holdings26

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Holdings Overlap Analysis

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

JFBUX Mutual Fund Overlap Analysis

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

JFBUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JFBUX may share significant positions with broad-market funds.

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