IJPTX Mutual Fund
NAV$16.28
AUM$5M
TER1.59%
Holdings81
IJPTX Mutual Fund
NAV$16.28
VY JPMorgan Emerging Markets Equity Portfolio S2
AUM$5M
TER1.59%
Holdings81
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IJPTX Mutual Fund Overlap Analysis
IJPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IJPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, IJPTX may share significant positions with broad-market funds.
IJPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IJPTX tax-loss harvesting finds highly correlated but non-identical funds.