IJSAX Mutual Fund Holdings Overlap Calculator | MarketXLS

IJSAX Mutual Fund

NAV$12.58

AUM$110M

TER1.49%

Holdings703

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$45/quarter Pro · Cancel anytime

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IJSAX Mutual Fund

NAV$12.58

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

AUM$110M

TER1.49%

Holdings703

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IJSAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IJSAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IJSAX Mutual Fund Overlap Analysis

IJSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IJSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 703 holdings, IJSAX may share significant positions with broad-market funds.

IJSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJSAX tax-loss harvesting finds highly correlated but non-identical funds.