JBATX Mutual Fund

NAV$31.39

AUM$5.7B

TER1.11%

Holdings1,111

JBATX Mutual Fund

NAV$31.39

John Hancock Balanced Fund Class R2

AUM$5.7B

TER1.11%

Holdings1,111

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Holdings Overlap Analysis

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

JBATX Mutual Fund Overlap Analysis

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

JBATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1111 holdings, JBATX may share significant positions with broad-market funds.

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