JAEWX Mutual Fund

NAV$17.58

TER0.48%

Holdings1,817

JAEWX Mutual Fund

NAV$17.58

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

TER0.48%

Holdings1,817

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Holdings Overlap Analysis

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

JAEWX Mutual Fund Overlap Analysis

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

JAEWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1817 holdings, JAEWX may share significant positions with broad-market funds.

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