JBAWX Mutual Fund

NAV$32.23

AUM$5.7B

TER0.61%

Holdings1,111

JBAWX Mutual Fund

NAV$32.23

John Hancock Balanced Fund Class R6

AUM$5.7B

TER0.61%

Holdings1,111

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Holdings Overlap Analysis

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

JBAWX Mutual Fund Overlap Analysis

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

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

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