JBBSX Mutual Fund
JBBSX Mutual Fund
NAV$26.81
AUM$23M
TER0.27%
Holdings954
See how much of JBBSX you already own
JBBSX Mutual Fund
NAV$26.81
JPMorgan Smartretirement Blend 2025 Fund Class R5
AUM$23M
TER0.27%
Holdings954
See how much of JBBSX you already own
JBBSX Mutual Fund Overlap Analysis
JBBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JBBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 954 holdings, JBBSX may share significant positions with broad-market funds.
JBBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JBBSX tax-loss harvesting finds highly correlated but non-identical funds.