JGBZX Mutual Fund

NAV$9.47

AUM$12M

TER1.05%

Holdings308

JGBZX Mutual Fund

NAV$9.47

JPMorgan Government Bond Fund Class R2

AUM$12M

TER1.05%

Holdings308

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Holdings Overlap Analysis

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

JGBZX Mutual Fund Overlap Analysis

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

JGBZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, JGBZX may share significant positions with broad-market funds.

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