JULAX Mutual Fund Analysis & Holdings | MarketXLS

JULAX Mutual Fund

NAV$17.07

AUM$3.2B

TER1.02%

Holdings76

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JULAX Mutual Fund

NAV$17.07

John Hancock Multimanager Lifestyle Aggressive Portfolio Class R6

AUM$3.2B

TER1.02%

Holdings76

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

JULAX Mutual Fund Overlap Analysis

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

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

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