JAAFX Mutual Fund
JAAFX Mutual Fund
NAV$18.83
TER0.36%
Holdings14
JAAFX Mutual Fund
NAV$18.83
John Hancock Funds II 2065 Lifetime Blend Portfolio Class 1
TER0.36%
Holdings14
JAAFX Mutual Fund Overlap Analysis
JAAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JAAFX may share significant positions with broad-market funds.
JAAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAAFX tax-loss harvesting finds highly correlated but non-identical funds.