IJMSX Mutual Fund
IJMSX Mutual Fund
NAV$12.08
AUM$139M
TER1.10%
Holdings96
See how much of IJMSX you already own
IJMSX Mutual Fund
NAV$12.08
VY JPMorgan Mid Cap Value Portfolio Class S
AUM$139M
TER1.10%
Holdings96
See how much of IJMSX you already own
IJMSX Mutual Fund Overlap Analysis
IJMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IJMSX may share significant positions with broad-market funds.
IJMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJMSX tax-loss harvesting finds highly correlated but non-identical funds.