JAEZX Mutual Fund

NAV$24.05

TER0.66%

Holdings402

JAEZX Mutual Fund

NAV$24.05

John Hancock Variable Insurance Trust Mid Index Trust Series II

TER0.66%

Holdings402

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JAEZX Mutual Fund Overlap Analysis

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

JAEZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 402 holdings, JAEZX may share significant positions with broad-market funds.

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