JESVX Mutual Fund

NAV$15.65

TER0.95%

Holdings74

JESVX Mutual Fund

NAV$15.65

John Hancock Variable Insurance Trust Small Cap Value Trust Series I

TER0.95%

Holdings74

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Holdings Overlap Analysis

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

JESVX Mutual Fund Overlap Analysis

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

JESVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, JESVX may share significant positions with broad-market funds.

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