OBDCX Mutual Fund

NAV$7.18

AUM$45M

TER0.75%

Holdings2,899

OBDCX Mutual Fund

NAV$7.18

JPMorgan Core Plus Bond Fund Class C

AUM$45M

TER0.75%

Holdings2,899

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Holdings Overlap Analysis

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

OBDCX Mutual Fund Overlap Analysis

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

OBDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2899 holdings, OBDCX may share significant positions with broad-market funds.

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