IJSSX Mutual Fund
IJSSX Mutual Fund
NAV$14.53
AUM$84M
TER1.14%
Holdings703
IJSSX Mutual Fund
NAV$14.53
VY JPMorgan Small Cap Core Equity Portfolio Service
AUM$84M
TER1.14%
Holdings703
IJSSX Mutual Fund Overlap Analysis
IJSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 703 holdings, IJSSX may share significant positions with broad-market funds.
IJSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJSSX tax-loss harvesting finds highly correlated but non-identical funds.