IJSIX Mutual Fund
IJSIX Mutual Fund
NAV$15.09
AUM$208M
TER0.89%
Holdings703
See how much of IJSIX you already own
IJSIX Mutual Fund
NAV$15.09
VY JPMorgan Small Cap Core Equity Portfolio Initial
AUM$208M
TER0.89%
Holdings703
See how much of IJSIX you already own
IJSIX Mutual Fund Overlap Analysis
IJSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 703 holdings, IJSIX may share significant positions with broad-market funds.
IJSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJSIX tax-loss harvesting finds highly correlated but non-identical funds.