JABWX Mutual Fund

NAV$12.22

AUM$129M

TER1.17%

Holdings1,418

JABWX Mutual Fund

NAV$12.22

John Hancock Opportunistic Fixed Income Fund Class A

AUM$129M

TER1.17%

Holdings1,418

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Holdings Overlap Analysis

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

JABWX Mutual Fund Overlap Analysis

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

JABWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1418 holdings, JABWX may share significant positions with broad-market funds.

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