Fund comparison · from official SEC filings
IJSAX vs JSECX: how much do they overlap?
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO and JPMorgan Small Cap Equity Fund
vs
IJSAX and JSECX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IJSAX
JSECX
E
ESIELEMENT SOLUTIONS INC
0.82%
1.61%
H
HAYWHAYWARD HOLDINGS INC
0.80%
1.57%
M
MODMODINE MANUFACTURING CO
1.16%
1.49%
M
MSAMSA SAFETY INC
0.73%
1.46%
F
FNFABRINET
0.98%
1.40%
R
RBCRBC BEARINGS INC
0.70%
1.38%
E
EVREVERCORE INC - A
0.70%
1.36%
C
CIGICOLLIERS INTL GR-SUBORD VOT
0.69%
1.35%
B
BMIBADGER METER INC
0.68%
1.32%
B
BFAMBRIGHT HORIZONS FAMILY SOLUT
0.67%
1.29%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.66%
1.29%
L
LOARLOAR HOLDINGS INC
0.65%
1.29%
N
NOVTNOVANTA INC
0.65%
1.28%
A
AITAPPLIED INDUSTRIAL TECH INC
0.83%
1.28%
S
STEPSTEPSTONE GROUP INC-CLASS A
0.64%
1.26%
C
CFRCULLEN/FROST BANKERS INC
0.63%
1.26%
W
WTFCWINTRUST FINANCIAL CORP
0.70%
1.25%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.75%
1.24%
N
NVSTENVISTA HOLDINGS CORP
0.64%
1.23%
C
CNMCORE & MAIN INC-CLASS A
0.62%
1.23%
P
PLNTPLANET FITNESS INC - CL A
0.61%
1.20%
M
MORNMORNINGSTAR INC
0.60%
1.19%
K
KNSLKINSALE CAPITAL GROUP INC
0.61%
1.19%
W
WSCWILLSCOT HOLDINGS CORP
0.60%
1.19%
C
CWSTCASELLA WASTE SYSTEMS INC-A
0.60%
1.18%
Only in IJSAX
T
TFDXXBLCKRCK LIQ FDFND-INST
2.52%
?
—DAIWA CAPITAL MARKETS AMERICA INC.
1.29%
?
—RBC DOMINION SECURITIES INC.
1.29%
?
—STATE OF WISCONSIN INVESTMENT BOARD
1.25%
?
—CANTOR FITZGERALD SECURITIES
0.55%
?
—Jefferies LLC
0.49%
M
MOG.AMOOG INC-CLASS A
0.45%
M
MYRGMYR GROUP INC/DELAWARE
0.34%
D
DYDYCOM INDUSTRIES INC
0.33%
B
BEBLOOM ENERGY CORP- A
0.32%
E
ENSENERSYS
0.31%
P
PRIMPRIMORIS SERVICES CORP
0.31%
?
—NATIONAL BANK FINANCIAL INC.
0.30%
E
ECHOECHOSTAR CORP-A
0.29%
S
STRLSTERLING INFRASTRUCTURE INC
0.28%
A
APGAPI GROUP CORP
0.28%
N
NTBBANK OF N.T. BUTTERFIELD&SON
0.27%
G
GENBGENERATE BIOMEDICINES INC
0.25%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.25%
P
PARRPAR PACIFIC HOLDINGS INC
0.24%
C
CSTMCONSTELLIUM SE
0.24%
C
CNXCNX RESOURCES CORP
0.24%
C
CMCCOMMERCIAL METALS CO
0.24%
A
AEISADVANCED ENERGY INDUSTRIES
0.23%
W
WTSWATTS WATER TECHNOLOGIES-A
0.23%
Only in JSECX
J
JIMXXJPM PRIME MMKT-IM
2.78%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
2.68%
I
IWMISHARES RUSSELL 2000 ETF
1.05%
Hold IJSAX and JSECX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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34% overlap
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34% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.