JIBFX Mutual Fund
JIBFX Mutual Fund
NAV$14.29
AUM$1.8B
TER0.25%
Holdings206
See how much of JIBFX you already own
JIBFX Mutual Fund
NAV$14.29
Johnson Institutional Core Bond Fund
AUM$1.8B
TER0.25%
Holdings206
See how much of JIBFX you already own
JIBFX Mutual Fund Overlap Analysis
JIBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, JIBFX may share significant positions with broad-market funds.
JIBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIBFX tax-loss harvesting finds highly correlated but non-identical funds.