JLVIX Mutual Fund Analysis & Holdings | MarketXLS

JLVIX Mutual Fund

NAV$76.45

AUM$5.9B

TER0.76%

Holdings48

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JLVIX Mutual Fund

NAV$76.45

John Hancock Fundamental Large Cap Core Fund Class I

AUM$5.9B

TER0.76%

Holdings48

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 JLVIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JLVIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLVIX Mutual Fund Overlap Analysis

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

JLVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JLVIX may share significant positions with broad-market funds.

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