JAIDX Mutual Fund Analysis & Holdings | MarketXLS

JAIDX Mutual Fund

NAV$11.27

TER0.56%

Holdings1

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JAIDX Mutual Fund

NAV$11.27

John Hancock Variable Insurance Trust American Asset Allocation Trust Series III

TER0.56%

Holdings1

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

JAIDX Mutual Fund Overlap Analysis

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

JAIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, JAIDX may share significant positions with broad-market funds.

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