JAGKX Mutual Fund
NAV$76.40
TER0.50%
Holdings505
JAGKX Mutual Fund
NAV$76.40
John Hancock Variable Insurance Trust 500 Index Trust II
TER0.50%
Holdings505
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JAGKX Mutual Fund Overlap Analysis
JAGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JAGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, JAGKX may share significant positions with broad-market funds.
JAGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JAGKX tax-loss harvesting finds highly correlated but non-identical funds.