JIBSX Mutual Fund Analysis & Holdings | MarketXLS

JIBSX Mutual Fund

NAV$14.26

AUM$25M

TER0.50%

Holdings206

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JIBSX Mutual Fund

NAV$14.26

Johnson Institutional Core Bond Fund Class S

AUM$25M

TER0.50%

Holdings206

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

JIBSX Mutual Fund Overlap Analysis

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

JIBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, JIBSX may share significant positions with broad-market funds.

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