JAGWX Mutual Fund

NAV$11.22

TER0.98%

Holdings131

JAGWX Mutual Fund

NAV$11.22

John Hancock Variable Insurance Trust Mid Value Trust Series Nav

TER0.98%

Holdings131

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

JAGWX Mutual Fund Overlap Analysis

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

JAGWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, JAGWX may share significant positions with broad-market funds.

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