JAEPX Mutual Fund

NAV$11.30

TER1.21%

Holdings200

JAEPX Mutual Fund

NAV$11.30

John Hancock Variable Insurance Trust Small Company Value Trust Series I

TER1.21%

Holdings200

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Holdings Overlap Analysis

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

JAEPX Mutual Fund Overlap Analysis

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

JAEPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, JAEPX may share significant positions with broad-market funds.

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