JTAIX Mutual Fund

NAV$16.92

AUM$3.2B

TER1.13%

Holdings76

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JTAIX Mutual Fund

NAV$16.92

John Hancock Multimanager Lifestyle Aggressive Portfolio Class I

AUM$3.2B

TER1.13%

Holdings76

See how much of JTAIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JTAIX Mutual Fund Overlap Analysis

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

JTAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, JTAIX may share significant positions with broad-market funds.

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