JADBX Mutual Fund

NAV$24.60

TER0.81%

Holdings35

JADBX Mutual Fund

NAV$24.60

John Hancock Variable Insurance Trust Real Estate Securities Trust Series I

TER0.81%

Holdings35

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare JADBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JADBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JADBX Mutual Fund Overlap Analysis

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

JADBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JADBX may share significant positions with broad-market funds.

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