JDVIX Mutual Fund
JDVIX Mutual Fund
NAV$19.27
AUM$3.9B
TER0.84%
Holdings91
JDVIX Mutual Fund
NAV$19.27
John Hancock Disciplined Value International Fund Class I
AUM$3.9B
TER0.84%
Holdings91
JDVIX Mutual Fund Overlap Analysis
JDVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JDVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, JDVIX may share significant positions with broad-market funds.
JDVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JDVIX tax-loss harvesting finds highly correlated but non-identical funds.