JAAEX Mutual Fund

NAV$11.25

TER0.87%

Holdings1,011

JAAEX Mutual Fund

NAV$11.25

John Hancock Variable Insurance Trust Core Bond Trust Series II

TER0.87%

Holdings1,011

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Holdings Overlap Analysis

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

JAAEX Mutual Fund Overlap Analysis

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

JAAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1011 holdings, JAAEX may share significant positions with broad-market funds.

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