JIBOX Mutual Fund
JIBOX Mutual Fund
NAV$13.95
TER0.70%
Holdings35
See how much of JIBOX you already own
JIBOX Mutual Fund
NAV$13.95
John Hancock Lifestyle Blend Balanced Portfolio Class 1
TER0.70%
Holdings35
See how much of JIBOX you already own
JIBOX Mutual Fund Overlap Analysis
JIBOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JIBOX may share significant positions with broad-market funds.
JIBOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIBOX tax-loss harvesting finds highly correlated but non-identical funds.