JAINX Mutual Fund
JAINX Mutual Fund
NAV$14.70
TER0.74%
Holdings3
JAINX Mutual Fund
NAV$14.70
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio Class NAV
TER0.74%
Holdings3
JAINX Mutual Fund Overlap Analysis
JAINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, JAINX may share significant positions with broad-market funds.
JAINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAINX tax-loss harvesting finds highly correlated but non-identical funds.