JAFVX Mutual Fund

NAV$21.54

TER0.67%

Holdings3,342

JAFVX Mutual Fund

NAV$21.54

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

TER0.67%

Holdings3,342

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Holdings Overlap Analysis

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

JAFVX Mutual Fund Overlap Analysis

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

JAFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3342 holdings, JAFVX may share significant positions with broad-market funds.

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