JBAVX Mutual Fund

NAV$31.55

AUM$5.7B

TER0.66%

Holdings1,111

JBAVX Mutual Fund

NAV$31.55

John Hancock Balanced Fund Class R5

AUM$5.7B

TER0.66%

Holdings1,111

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Holdings Overlap Analysis

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

JBAVX Mutual Fund Overlap Analysis

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

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

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