JAEVX Mutual Fund

NAV$13.20

TER0.88%

Holdings67

JAEVX Mutual Fund

NAV$13.20

John Hancock Variable Insurance Trust Mid Growth Trust Series Nav

TER0.88%

Holdings67

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Holdings Overlap Analysis

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

JAEVX Mutual Fund Overlap Analysis

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

JAEVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, JAEVX may share significant positions with broad-market funds.

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