JAJMX Mutual Fund Holdings Overlap Calculator | MarketXLS

JAJMX Mutual Fund

NAV$23.43

TER0.76%

Holdings35

See what you own twice

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

Check my overlap

JAJMX Mutual Fund

NAV$23.43

John Hancock Variable Insurance Trust Real Estate Securities Trust Series Nav

TER0.76%

Holdings35

See what you own twice

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

Check my overlap

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Holdings Overlap Analysis

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

JAJMX Mutual Fund Overlap Analysis

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

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

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