JAIVX Mutual Fund Analysis & Holdings | MarketXLS

JAIVX Mutual Fund

NAV$11.17

TER0.87%

Holdings26

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JAIVX Mutual Fund

NAV$11.17

John Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio Nav

TER0.87%

Holdings26

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

JAIVX Mutual Fund Overlap Analysis

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

JAIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JAIVX may share significant positions with broad-market funds.

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