JOBYX Mutual Fund
JOBYX Mutual Fund
NAV$40.37
AUM$3.6B
TER0.17%
Holdings16
See how much of JOBYX you already own
JOBYX Mutual Fund
NAV$40.37
JPMorgan Smartretirement Blend 2040 Fund Class R6
AUM$3.6B
TER0.17%
Holdings16
See how much of JOBYX you already own
JOBYX Mutual Fund Overlap Analysis
JOBYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JOBYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, JOBYX may share significant positions with broad-market funds.
JOBYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JOBYX tax-loss harvesting finds highly correlated but non-identical funds.