JACIX Mutual Fund

NAV$9.54

TER0.50%

Holdings20

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JACIX Mutual Fund

NAV$9.54

John Hancock Funds II 2055 Preservation Blend Portfolio Class I

TER0.50%

Holdings20

See inside every fund you own

$99/yr 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 JACIX 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 JACIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JACIX Mutual Fund Overlap Analysis

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

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

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