JNBAX Mutual Fund

NAV$10.58

AUM$4.6B

TER0.75%

Holdings2,792

JNBAX Mutual Fund

NAV$10.58

JPMorgan Income Builder Fund Class A

AUM$4.6B

TER0.75%

Holdings2,792

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Holdings Overlap Analysis

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

JNBAX Mutual Fund Overlap Analysis

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

JNBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2792 holdings, JNBAX may share significant positions with broad-market funds.

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