JDVNX Mutual Fund

NAV$30.02

AUM$1.1B

TER0.65%

Holdings82

JDVNX Mutual Fund

NAV$30.02

John Hancock Disciplined Value Fund Class NAV

AUM$1.1B

TER0.65%

Holdings82

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Holdings Overlap Analysis

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

JDVNX Mutual Fund Overlap Analysis

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

JDVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, JDVNX may share significant positions with broad-market funds.

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