JAFQX Mutual Fund
JAFQX Mutual Fund
NAV$12.79
TER1.13%
Holdings223
See how much of JAFQX you already own
JAFQX Mutual Fund
NAV$12.79
John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series II
TER1.13%
Holdings223
See how much of JAFQX you already own
JAFQX Mutual Fund Overlap Analysis
JAFQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 223 holdings, JAFQX may share significant positions with broad-market funds.
JAFQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAFQX tax-loss harvesting finds highly correlated but non-identical funds.