JIBBX Mutual Fund
JIBBX Mutual Fund
NAV$21.09
AUM$20M
TER0.27%
Holdings966
See how much of JIBBX you already own
JIBBX Mutual Fund
NAV$21.09
JPMorgan Smartretirement Blend Income Fund Class R5
AUM$20M
TER0.27%
Holdings966
See how much of JIBBX you already own
JIBBX Mutual Fund Overlap Analysis
JIBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 966 holdings, JIBBX may share significant positions with broad-market funds.
JIBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIBBX tax-loss harvesting finds highly correlated but non-identical funds.