JVMRX Mutual Fund

NAV$31.24

AUM$22.5B

TER0.74%

Holdings139

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JVMRX Mutual Fund

NAV$31.24

John Hancock Disciplined Value Mid Cap Fund Class R6

AUM$22.5B

TER0.74%

Holdings139

See how much of JVMRX 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 JVMRX 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 JVMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JVMRX Mutual Fund Overlap Analysis

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

JVMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 139 holdings, JVMRX may share significant positions with broad-market funds.

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