JABEX Mutual Fund Holdings Overlap Calculator | MarketXLS

JABEX Mutual Fund

NAV$16.97

AUM$112M

TER0.59%

Holdings82

See what you own twice

Check JABEX against your other funds. Free for up to 5.

Check my overlap

JABEX Mutual Fund

NAV$16.97

John Hancock Multimanager 2065 Lifetime Portfolio Class R6

AUM$112M

TER0.59%

Holdings82

See what you own twice

Check JABEX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare JABEX 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 JABEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JABEX Mutual Fund Overlap Analysis

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

JABEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, JABEX may share significant positions with broad-market funds.

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