JSATX Mutual Fund Analysis & Holdings | MarketXLS

JSATX Mutual Fund

NAV$10.79

AUM$116M

TER0.88%

Holdings20

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JSATX Mutual Fund

NAV$10.79

John Hancock Funds II 2060 Preservation Blend Portfolio Class R2

AUM$116M

TER0.88%

Holdings20

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

JSATX Mutual Fund Overlap Analysis

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

JSATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JSATX may share significant positions with broad-market funds.

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