JRBEX Mutual Fund

NAV$31.02

AUM$8M

TER0.42%

Holdings1,110

JRBEX Mutual Fund

NAV$31.02

JPMorgan Smartretirement Blend 2030 Fund Class I

AUM$8M

TER0.42%

Holdings1,110

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Holdings Overlap Analysis

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

JRBEX Mutual Fund Overlap Analysis

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

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

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