WOBDX Mutual Fund

NAV$10.13

AUM$22.6B

TER0.45%

Holdings3,595

WOBDX Mutual Fund

NAV$10.13

JPMorgan Core Bond Fund Class I

AUM$22.6B

TER0.45%

Holdings3,595

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Holdings Overlap Analysis

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

WOBDX Mutual Fund Overlap Analysis

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

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

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