JAGEX Mutual Fund
NAV$11.57
TER0.87%
Holdings204
JAGEX Mutual Fund
NAV$11.57
John Hancock Variable Insurance Trust Ultra Short Term Bond Trust Series II
TER0.87%
Holdings204
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JAGEX Mutual Fund Overlap Analysis
JAGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 204 holdings, JAGEX may share significant positions with broad-market funds.
JAGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAGEX tax-loss harvesting finds highly correlated but non-identical funds.