JIMEX Mutual Fund

NAV$14.97

AUM$123,992.51

TER0.40%

Holdings103

JIMEX Mutual Fund

NAV$14.97

Johnson Institutional Intermediate Bond Fund Class F

AUM$123,992.51

TER0.40%

Holdings103

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JIMEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JIMEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JIMEX Mutual Fund Overlap Analysis

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

JIMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, JIMEX may share significant positions with broad-market funds.

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