JIISX Mutual Fund

NAV$88.90

AUM$110M

TER0.39%

Holdings73

JIISX Mutual Fund

NAV$88.90

JPMorgan US Sustainable Leaders Fund Class I

AUM$110M

TER0.39%

Holdings73

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Holdings Overlap Analysis

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

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.