JAIUX Mutual Fund

NAV$10.51

TER0.85%

Holdings22

See how much of JAIUX you already own

Just $25 once·$69/mo·Download sample

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JAIUX Mutual Fund

NAV$10.51

John Hancock Variable Insurance Trust Managed Volatility Conservative Portfolio Class NAV

TER0.85%

Holdings22

See how much of JAIUX 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 JAIUX 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 JAIUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAIUX Mutual Fund Overlap Analysis

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

JAIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, JAIUX may share significant positions with broad-market funds.

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