JAANX Mutual Fund
JAANX Mutual Fund
NAV$10.86
TER0.88%
Holdings20
See how much of JAANX you already own
JAANX Mutual Fund
NAV$10.86
John Hancock 2065 Preservation Blend Portfolio Class R2
TER0.88%
Holdings20
See how much of JAANX you already own
JAANX Mutual Fund Overlap Analysis
JAANX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JAANX may share significant positions with broad-market funds.
JAANX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAANX tax-loss harvesting finds highly correlated but non-identical funds.