JBSRX Mutual Fund Analysis & Holdings | MarketXLS

JBSRX Mutual Fund

NAV$20.28

AUM$7M

TER0.27%

Holdings683

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JBSRX Mutual Fund

NAV$20.28

JPMorgan Smartretirement Blend 2020 Fund Class R5

AUM$7M

TER0.27%

Holdings683

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JBSRX Mutual Fund Overlap Analysis

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

JBSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 683 holdings, JBSRX may share significant positions with broad-market funds.

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