JMBRX Mutual Fund

NAV$43.26

AUM$19M

TER0.27%

Holdings16

JMBRX Mutual Fund

NAV$43.26

JPMorgan Smartretirement Blend 2045 Fund Class R5

AUM$19M

TER0.27%

Holdings16

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Holdings Overlap Analysis

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

JMBRX Mutual Fund Overlap Analysis

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

JMBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JMBRX may share significant positions with broad-market funds.

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