JIISX Mutual Fund
JIISX Mutual Fund
NAV$88.38
AUM$117M
TER0.39%
Holdings73
See how much of JIISX you already own
JIISX Mutual Fund
NAV$88.38
JPMorgan US Sustainable Leaders Fund Class I
AUM$117M
TER0.39%
Holdings73
See how much of JIISX you already own
JIISX Mutual Fund Overlap Analysis
JIISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, JIISX may share significant positions with broad-market funds.
JIISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIISX tax-loss harvesting finds highly correlated but non-identical funds.