JAFPX Mutual Fund
JAFPX Mutual Fund
NAV$12.88
TER0.93%
Holdings223
See how much of JAFPX you already own
JAFPX Mutual Fund
NAV$12.88
John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series I
TER0.93%
Holdings223
See how much of JAFPX you already own
JAFPX Mutual Fund Overlap Analysis
JAFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, JAFPX may share significant positions with broad-market funds.
JAFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAFPX tax-loss harvesting finds highly correlated but non-identical funds.