JAKWX Mutual Fund

NAV$18.04

TER1.54%

Holdings277

JAKWX Mutual Fund

NAV$18.04

John Hancock Disciplined Value Global Long/Short Fund Class NAV

TER1.54%

Holdings277

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Holdings Overlap Analysis

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

JAKWX Mutual Fund Overlap Analysis

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

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

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