JAAJX Mutual Fund
JAAJX Mutual Fund
NAV$16.75
AUM$96M
TER0.57%
Holdings14
See how much of JAAJX you already own
JAAJX Mutual Fund
NAV$16.75
John Hancock Funds II 2065 Lifetime Blend Portfolio Class R4
AUM$96M
TER0.57%
Holdings14
See how much of JAAJX you already own
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.