JAFEX Mutual Fund
JAFEX Mutual Fund
NAV$36.96
TER0.51%
Holdings2,896
See how much of JAFEX you already own
JAFEX Mutual Fund
NAV$36.96
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav
TER0.51%
Holdings2,896
See how much of JAFEX you already own
JAFEX Mutual Fund Overlap Analysis
JAFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2896 holdings, JAFEX may share significant positions with broad-market funds.
JAFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAFEX tax-loss harvesting finds highly correlated but non-identical funds.