JIBBX Mutual Fund

NAV$20.83

AUM$20M

TER0.27%

Holdings966

JIBBX Mutual Fund

NAV$20.83

JPMorgan Smartretirement Blend Income Fund Class R5

AUM$20M

TER0.27%

Holdings966

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Holdings Overlap Analysis

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

JIBBX Mutual Fund Overlap Analysis

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

JIBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 966 holdings, JIBBX may share significant positions with broad-market funds.

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