JVFLX Mutual Fund Analysis & Holdings | MarketXLS

JVFLX Mutual Fund

NAV$30.08

TER0.77%

Holdings59

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JVFLX Mutual Fund

NAV$30.08

John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series I

TER0.77%

Holdings59

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

JVFLX Mutual Fund Overlap Analysis

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

JVFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, JVFLX may share significant positions with broad-market funds.

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