JAFHX Mutual Fund
JAFHX Mutual Fund
NAV$7.07
TER0.67%
Holdings48
See how much of JAFHX you already own
JAFHX Mutual Fund
NAV$7.07
John Hancock Variable Insurance Trust Capital Appreciation Trust Series I
TER0.67%
Holdings48
See how much of JAFHX you already own
JAFHX Mutual Fund Overlap Analysis
JAFHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAFHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JAFHX may share significant positions with broad-market funds.
JAFHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAFHX tax-loss harvesting finds highly correlated but non-identical funds.