JOBYX Mutual Fund

NAV$39.51

AUM$3.5B

TER0.17%

Holdings16

JOBYX Mutual Fund

NAV$39.51

JPMorgan Smartretirement Blend 2040 Fund Class R6

AUM$3.5B

TER0.17%

Holdings16

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Holdings Overlap Analysis

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

JOBYX Mutual Fund Overlap Analysis

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

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

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