JHANX Mutual Fund Analysis & Holdings | MarketXLS

JHANX Mutual Fund

NAV$11.11

AUM$71M

TER0.78%

Holdings34

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JHANX Mutual Fund

NAV$11.11

John Hancock 2010 Lifetime Blend Portfolio Class A

AUM$71M

TER0.78%

Holdings34

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

JHANX Mutual Fund Overlap Analysis

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

JHANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JHANX may share significant positions with broad-market funds.

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