JAKRX Mutual Fund

NAV$18.68

AUM$117M

TER1.91%

Holdings292

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JAKRX Mutual Fund

NAV$18.68

John Hancock Disciplined Value Global Long/Short Fund Class A

AUM$117M

TER1.91%

Holdings292

See how much of JAKRX you already own

Just $25 once·$99/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 JAKRX 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 JAKRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAKRX Mutual Fund Overlap Analysis

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

JAKRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 292 holdings, JAKRX may share significant positions with broad-market funds.

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