JAAJX Mutual Fund
JAAJX Mutual Fund
NAV$16.75
AUM$96M
TER0.57%
Holdings14
JAAJX Mutual Fund
NAV$16.75
John Hancock Funds II 2065 Lifetime Blend Portfolio Class R4
AUM$96M
TER0.57%
Holdings14
JAAJX Mutual Fund Overlap Analysis
JAAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JAAJX may share significant positions with broad-market funds.
JAAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAAJX tax-loss harvesting finds highly correlated but non-identical funds.