JIYBX Mutual Fund

NAV$20.86

AUM$1.5B

TER0.17%

Holdings966

JIYBX Mutual Fund

NAV$20.86

JPMorgan Smartretirement Blend Income Fund Class R6

AUM$1.5B

TER0.17%

Holdings966

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Holdings Overlap Analysis

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

JIYBX Mutual Fund Overlap Analysis

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

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

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