IJSTX Mutual Fund Analysis & Holdings | MarketXLS

IJSTX Mutual Fund

NAV$14.12

AUM$2M

TER1.29%

Holdings703

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IJSTX Mutual Fund

NAV$14.12

VY JPMorgan Small Cap Core Equity Portfolio S2

AUM$2M

TER1.29%

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 IJSTX 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 IJSTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IJSTX Mutual Fund Overlap Analysis

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

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

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