JAJLX Mutual Fund Holdings Overlap Calculator | MarketXLS

JAJLX Mutual Fund

NAV$23.56

TER1.01%

Holdings35

See what you own twice

Check JAJLX against your other funds. Free for up to 5.

Check my overlap

JAJLX Mutual Fund

NAV$23.56

John Hancock Variable Insurance Trust Real Estate Securities Trust Series II

TER1.01%

Holdings35

See what you own twice

Check JAJLX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JAJLX Mutual Fund Overlap Analysis

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

JAJLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JAJLX may share significant positions with broad-market funds.

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