JADSX Mutual Fund

NAV$9.73

TER0.97%

Holdings785

See how much of JADSX you already own

Just $25 once·$69/mo·Download sample

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JADSX Mutual Fund

NAV$9.73

John Hancock Variable Insurance Trust Investment Quality Bond Trust Series II

TER0.97%

Holdings785

See how much of JADSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JADSX Mutual Fund Overlap Analysis

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

JADSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 785 holdings, JADSX may share significant positions with broad-market funds.

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