JNBCX Mutual Fund

NAV$10.91

AUM$423M

TER1.25%

Holdings2,792

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JNBCX Mutual Fund

NAV$10.91

JPMorgan Income Builder Fund Class C

AUM$423M

TER1.25%

Holdings2,792

See how much of JNBCX you already own

Just $25 once·$69/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 JNBCX 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 JNBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JNBCX Mutual Fund Overlap Analysis

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

JNBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2792 holdings, JNBCX may share significant positions with broad-market funds.

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