JIBEX Mutual Fund
JIBEX Mutual Fund
NAV$14.67
AUM$401M
TER0.25%
Holdings103
See how much of JIBEX you already own
JIBEX Mutual Fund
NAV$14.67
Johnson Institutional Intermediate Bond Fund
AUM$401M
TER0.25%
Holdings103
See how much of JIBEX you already own
JIBEX Mutual Fund Overlap Analysis
JIBEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, JIBEX may share significant positions with broad-market funds.
JIBEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIBEX tax-loss harvesting finds highly correlated but non-identical funds.