JAIFX Mutual Fund Analysis & Holdings | MarketXLS

JAIFX Mutual Fund

NAV$11.25

TER1.06%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JAIFX Mutual Fund

NAV$11.25

John Hancock Variable Insurance Trust American Asset Allocation Trust Series II

TER1.06%

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 JAIFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAIFX Mutual Fund Overlap Analysis

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

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

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