JADZX Mutual Fund Analysis & Holdings | MarketXLS

JADZX Mutual Fund

NAV$35.36

TER0.80%

Holdings62

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JADZX Mutual Fund

NAV$35.36

John Hancock Variable Insurance Trust Blue Chip Growth Trust Series I

TER0.80%

Holdings62

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

JADZX Mutual Fund Overlap Analysis

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

JADZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, JADZX may share significant positions with broad-market funds.

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