JAEJX Mutual Fund Analysis & Holdings | MarketXLS

JAEJX Mutual Fund

NAV$11.09

TER0.97%

Holdings1,055

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JAEJX Mutual Fund

NAV$11.09

John Hancock Variable Insurance Trust Opportunistic Fixed Income Trust Series I

TER0.97%

Holdings1,055

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

JAEJX Mutual Fund Overlap Analysis

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

JAEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1055 holdings, JAEJX may share significant positions with broad-market funds.

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