JAAUX Mutual Fund Analysis & Holdings | MarketXLS

JAAUX Mutual Fund

NAV$10.86

TER0.38%

Holdings20

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JAAUX Mutual Fund

NAV$10.86

John Hancock 2065 Preservation Blend Portfolio Class R6

TER0.38%

Holdings20

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JAAUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAAUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAAUX Mutual Fund Overlap Analysis

JAAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JAAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JAAUX may share significant positions with broad-market funds.

JAAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAAUX tax-loss harvesting finds highly correlated but non-identical funds.