ISJAX Mutual Fund
NAV$16.79
AUM$111M
TER0.72%
Holdings12
ISJAX Mutual Fund
NAV$16.79
Voya Index Solution 2045 Portfolio Advisor Class
AUM$111M
TER0.72%
Holdings12
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ISJAX Mutual Fund Overlap Analysis
ISJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, ISJAX may share significant positions with broad-market funds.
ISJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISJAX tax-loss harvesting finds highly correlated but non-identical funds.