JIMIX Mutual Fund Analysis & Holdings | MarketXLS

JIMIX Mutual Fund

NAV$10.19

AUM$442M

TER0.25%

Holdings374

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JIMIX Mutual Fund

NAV$10.19

JPMorgan Short-Intermediate Municipal Bond Fund Class I

AUM$442M

TER0.25%

Holdings374

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

JIMIX Mutual Fund Overlap Analysis

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

JIMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 374 holdings, JIMIX may share significant positions with broad-market funds.

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