JAIPX Mutual Fund

NAV$13.82

TER0.98%

Holdings3

JAIPX Mutual Fund

NAV$13.82

John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio II

TER0.98%

Holdings3

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Holdings Overlap Analysis

Compare JAIPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JAIPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JAIPX Mutual Fund Overlap Analysis

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

JAIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, JAIPX may share significant positions with broad-market funds.

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