JAKVX Mutual Fund

NAV$18.05

AUM$117M

TER1.54%

Holdings277

JAKVX Mutual Fund

NAV$18.05

John Hancock Disciplined Value Global Long/Short Fund Class R6

AUM$117M

TER1.54%

Holdings277

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Holdings Overlap Analysis

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

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

JAKVX Mutual Fund Overlap Analysis

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

JAKVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, JAKVX may share significant positions with broad-market funds.

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