JIRBX Mutual Fund

NAV$21.00

AUM$70,462.04

TER0.92%

Holdings966

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JIRBX Mutual Fund

NAV$21.00

JPMorgan Smartretirement Blend Income Fund Class R2

AUM$70,462.04

TER0.92%

Holdings966

See how much of JIRBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JIRBX Mutual Fund Overlap Analysis

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

JIRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 966 holdings, JIRBX may share significant positions with broad-market funds.

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