JAFGX Mutual Fund
JAFGX Mutual Fund
NAV$7.10
TER0.62%
Holdings48
JAFGX Mutual Fund
NAV$7.10
John Hancock Variable Insurance Trust Capital Appreciation Trust Series Nav
TER0.62%
Holdings48
JAFGX Mutual Fund Overlap Analysis
JAFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JAFGX may share significant positions with broad-market funds.
JAFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAFGX tax-loss harvesting finds highly correlated but non-identical funds.