JOBRX Mutual Fund

NAV$39.13

AUM$800,248.95

TER0.92%

Holdings16

JOBRX Mutual Fund

NAV$39.13

JPMorgan Smartretirement Blend 2040 Fund Class R2

AUM$800,248.95

TER0.92%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JOBRX Mutual Fund Overlap Analysis

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

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

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