JIRBX Mutual Fund

NAV$20.74

AUM$68,523.15

TER0.92%

Holdings966

JIRBX Mutual Fund

NAV$20.74

JPMorgan Smartretirement Blend Income Fund Class R2

AUM$68,523.15

TER0.92%

Holdings966

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JIRBX Mutual Fund Overlap Analysis

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

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

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