JEMUX Mutual Fund

NAV$11.38

TER1.03%

Holdings131

JEMUX Mutual Fund

NAV$11.38

John Hancock Variable Insurance Trust Mid Value Trust Series I

TER1.03%

Holdings131

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Holdings Overlap Analysis

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

JEMUX Mutual Fund Overlap Analysis

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

JEMUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, JEMUX may share significant positions with broad-market funds.

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