OBOCX Mutual Fund

NAV$10.24

AUM$130M

TER1.20%

Holdings3,595

OBOCX Mutual Fund

NAV$10.24

JPMorgan Core Bond Fund Class C

AUM$130M

TER1.20%

Holdings3,595

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Holdings Overlap Analysis

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

OBOCX Mutual Fund Overlap Analysis

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

OBOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3595 holdings, OBOCX may share significant positions with broad-market funds.

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