IJMIX Mutual Fund

NAV$12.47

AUM$85M

TER0.85%

Holdings96

IJMIX Mutual Fund

NAV$12.47

VY JPMorgan Mid Cap Value Portfolio Initial

AUM$85M

TER0.85%

Holdings96

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare IJMIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IJMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IJMIX Mutual Fund Overlap Analysis

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

IJMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IJMIX may share significant positions with broad-market funds.

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