JOBBX Mutual Fund
JOBBX Mutual Fund
NAV$40.41
AUM$21M
TER0.27%
Holdings16
See how much of JOBBX you already own
JOBBX Mutual Fund
NAV$40.41
JPMorgan Smartretirement Blend 2040 Fund Class R5
AUM$21M
TER0.27%
Holdings16
See how much of JOBBX you already own
JOBBX Mutual Fund Overlap Analysis
JOBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JOBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JOBBX may share significant positions with broad-market funds.
JOBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JOBBX tax-loss harvesting finds highly correlated but non-identical funds.