JADPX Mutual Fund Analysis & Holdings | MarketXLS

JADPX Mutual Fund

NAV$32.66

TER1.12%

Holdings1,036

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JADPX Mutual Fund

NAV$32.66

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

TER1.12%

Holdings1,036

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

JADPX Mutual Fund Overlap Analysis

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

JADPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1036 holdings, JADPX may share significant positions with broad-market funds.

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