JIBSX Mutual Fund
JIBSX Mutual Fund
NAV$13.92
AUM$25M
TER0.50%
Holdings206
See how much of JIBSX you already own
JIBSX Mutual Fund
NAV$13.92
Johnson Institutional Core Bond Fund Class S
AUM$25M
TER0.50%
Holdings206
See how much of JIBSX you already own
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.