JAEQX Mutual Fund Analysis & Holdings | MarketXLS

JAEQX Mutual Fund

NAV$11.22

TER1.16%

Holdings198

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JAEQX Mutual Fund

NAV$11.22

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

TER1.16%

Holdings198

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

JAEQX Mutual Fund Overlap Analysis

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

JAEQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, JAEQX may share significant positions with broad-market funds.

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