JAEHX Mutual Fund

NAV$10.82

TER1.17%

Holdings1,055

JAEHX Mutual Fund

NAV$10.82

John Hancock Variable Insurance Trust Opportunistic Fixed Income Trust Series II

TER1.17%

Holdings1,055

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Holdings Overlap Analysis

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

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

JAEHX Mutual Fund Overlap Analysis

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

JAEHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1055 holdings, JAEHX may share significant positions with broad-market funds.

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