JAGVX Mutual Fund

NAV$9.04

TER0.50%

Holdings1,144

JAGVX Mutual Fund

NAV$9.04

John Hancock Variable Insurance Trust Total Bond Market Trust II

TER0.50%

Holdings1,144

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

JAGVX Mutual Fund Overlap Analysis

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

JAGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1144 holdings, JAGVX may share significant positions with broad-market funds.

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