JAGMX Mutual Fund

NAV$78.97

TER0.25%

Holdings505

JAGMX Mutual Fund

NAV$78.97

John Hancock Variable Insurance Trust 500 Index Trust Nav

TER0.25%

Holdings505

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JAGMX Mutual Fund Overlap Analysis

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

JAGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, JAGMX may share significant positions with broad-market funds.

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