JRBYX Mutual Fund

NAV$31.00

AUM$3.1B

TER0.17%

Holdings1,110

JRBYX Mutual Fund

NAV$31.00

JPMorgan Smartretirement Blend 2030 Fund Class R6

AUM$3.1B

TER0.17%

Holdings1,110

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Holdings Overlap Analysis

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

JRBYX Mutual Fund Overlap Analysis

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

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

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