JABOX Mutual Fund Analysis & Holdings | MarketXLS

JABOX Mutual Fund

NAV$12.16

AUM$129M

TER1.92%

Holdings1,418

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JABOX Mutual Fund

NAV$12.16

John Hancock Opportunistic Fixed Income Fund Class C

AUM$129M

TER1.92%

Holdings1,418

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

JABOX Mutual Fund Overlap Analysis

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

JABOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1418 holdings, JABOX may share significant positions with broad-market funds.

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