JRBBX Mutual Fund

NAV$31.52

AUM$29M

TER0.27%

Holdings1,110

JRBBX Mutual Fund

NAV$31.52

JPMorgan Smartretirement Blend 2030 Fund Class R5

AUM$29M

TER0.27%

Holdings1,110

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Holdings Overlap Analysis

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

JRBBX Mutual Fund Overlap Analysis

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

JRBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1110 holdings, JRBBX may share significant positions with broad-market funds.

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