JAFJX Mutual Fund Analysis & Holdings | MarketXLS

JAFJX Mutual Fund

NAV$5.01

TER0.87%

Holdings48

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JAFJX Mutual Fund

NAV$5.01

John Hancock Variable Insurance Trust Capital Appreciation Trust Series II

TER0.87%

Holdings48

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

JAFJX Mutual Fund Overlap Analysis

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

JAFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JAFJX may share significant positions with broad-market funds.

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