JABMX Mutual Fund
JABMX Mutual Fund
NAV$13.98
AUM$1.3B
TER1.09%
Holdings35
See how much of JABMX you already own
JABMX Mutual Fund
NAV$13.98
John Hancock Lifestyle Blend Balanced Portfolio Class A
AUM$1.3B
TER1.09%
Holdings35
See how much of JABMX you already own
JABMX Mutual Fund Overlap Analysis
JABMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JABMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JABMX may share significant positions with broad-market funds.
JABMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JABMX tax-loss harvesting finds highly correlated but non-identical funds.