OIBFX Mutual Fund
OIBFX Mutual Fund
NAV$17.47
AUM$422M
TER0.69%
Holdings26
See how much of OIBFX you already own
OIBFX Mutual Fund
NAV$17.47
JPMorgan Investor Balanced Fund Class I
AUM$422M
TER0.69%
Holdings26
See how much of OIBFX you already own
OIBFX Mutual Fund Overlap Analysis
OIBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OIBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OIBFX may share significant positions with broad-market funds.
OIBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OIBFX tax-loss harvesting finds highly correlated but non-identical funds.