OBOCX Mutual Fund
OBOCX Mutual Fund
NAV$10.29
AUM$128M
TER1.20%
Holdings3,595
See how much of OBOCX you already own
OBOCX Mutual Fund
NAV$10.29
JPMorgan Core Bond Fund Class C
AUM$128M
TER1.20%
Holdings3,595
See how much of OBOCX you already own
OBOCX Mutual Fund Overlap Analysis
OBOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OBOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3595 holdings, OBOCX may share significant positions with broad-market funds.
OBOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OBOCX tax-loss harvesting finds highly correlated but non-identical funds.