JNBSX Mutual Fund
NAV$10.60
AUM$3.5B
TER0.60%
Holdings2,792
JNBSX Mutual Fund
NAV$10.60
JPMorgan Income Builder Fund Class I
AUM$3.5B
TER0.60%
Holdings2,792
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JNBSX Mutual Fund Overlap Analysis
JNBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JNBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2792 holdings, JNBSX may share significant positions with broad-market funds.
JNBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JNBSX tax-loss harvesting finds highly correlated but non-identical funds.