JADAX Mutual Fund
JADAX Mutual Fund
NAV$10.86
TER0.49%
Holdings20
See how much of JADAX you already own
JADAX Mutual Fund
NAV$10.86
John Hancock 2065 Preservation Blend Portfolio Class I
TER0.49%
Holdings20
See how much of JADAX you already own
JADAX Mutual Fund Overlap Analysis
JADAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JADAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JADAX may share significant positions with broad-market funds.
JADAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JADAX tax-loss harvesting finds highly correlated but non-identical funds.