JAFHX Mutual Fund
JAFHX Mutual Fund
NAV$6.96
TER0.67%
Holdings48
JAFHX Mutual Fund
NAV$6.96
John Hancock Variable Insurance Trust Capital Appreciation Trust Series I
TER0.67%
Holdings48
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.