IJMIX Mutual Fund
IJMIX Mutual Fund
NAV$12.46
AUM$85M
TER0.85%
Holdings96
See how much of IJMIX you already own
IJMIX Mutual Fund
NAV$12.46
VY JPMorgan Mid Cap Value Portfolio Initial
AUM$85M
TER0.85%
Holdings96
See how much of IJMIX you already own
IJMIX Mutual Fund Overlap Analysis
IJMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IJMIX may share significant positions with broad-market funds.
IJMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJMIX tax-loss harvesting finds highly correlated but non-identical funds.