JADIX Mutual Fund Analysis & Holdings | MarketXLS

JADIX Mutual Fund

NAV$29.97

TER0.72%

Holdings59

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JADIX Mutual Fund

NAV$29.97

John Hancock Variable Insurance Trust Fundamental Large Value Trust Series Nav

TER0.72%

Holdings59

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

JADIX Mutual Fund Overlap Analysis

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

JADIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, JADIX may share significant positions with broad-market funds.

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