JAHBX Mutual Fund

NAV$15.17

TER0.90%

Holdings74

See how much of JAHBX you already own

Just $25 once·$69/mo·Download sample

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JAHBX Mutual Fund

NAV$15.17

John Hancock Variable Insurance Trust Small Value Trust Series Nav

TER0.90%

Holdings74

See how much of JAHBX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JAHBX Mutual Fund Overlap Analysis

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

JAHBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, JAHBX may share significant positions with broad-market funds.

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