IJPTX Mutual Fund
IJPTX Mutual Fund
NAV$16.60
AUM$5M
TER1.59%
Holdings89
See how much of IJPTX you already own
IJPTX Mutual Fund
NAV$16.60
VY JPMorgan Emerging Markets Equity Portfolio S2
AUM$5M
TER1.59%
Holdings89
See how much of IJPTX you already own
IJPTX Mutual Fund Overlap Analysis
IJPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, IJPTX may share significant positions with broad-market funds.
IJPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJPTX tax-loss harvesting finds highly correlated but non-identical funds.