IJMSX Mutual Fund

NAV$12.09

AUM$139M

TER1.10%

Holdings96

IJMSX Mutual Fund

NAV$12.09

VY JPMorgan Mid Cap Value Portfolio Class S

AUM$139M

TER1.10%

Holdings96

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Holdings Overlap Analysis

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

IJMSX Mutual Fund Overlap Analysis

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

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

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