JHAPX Mutual Fund
JHAPX Mutual Fund
NAV$12.53
AUM$304M
TER0.76%
Holdings33
See how much of JHAPX you already own
JHAPX Mutual Fund
NAV$12.53
John Hancock 2020 Lifetime Blend Portfolio Class A
AUM$304M
TER0.76%
Holdings33
See how much of JHAPX you already own
JHAPX Mutual Fund Overlap Analysis
JHAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, JHAPX may share significant positions with broad-market funds.
JHAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHAPX tax-loss harvesting finds highly correlated but non-identical funds.