IJSTX Mutual Fund
IJSTX Mutual Fund
NAV$13.28
AUM$2M
TER1.29%
Holdings703
See how much of IJSTX you already own
IJSTX Mutual Fund
NAV$13.28
VY JPMorgan Small Cap Core Equity Portfolio S2
AUM$2M
TER1.29%
Holdings703
See how much of IJSTX you already own
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.