OBBCX Mutual Fund

NAV$10.22

AUM$8M

TER1.15%

Holdings2,425

See how much of OBBCX you already own

Just $25 once·$99/mo·Download sample

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OBBCX Mutual Fund

NAV$10.22

JPMorgan Mortgage-Backed Securities Fund Class C

AUM$8M

TER1.15%

Holdings2,425

See how much of OBBCX 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 OBBCX 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 OBBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OBBCX Mutual Fund Overlap Analysis

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

OBBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2425 holdings, OBBCX may share significant positions with broad-market funds.

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