JHAOX Mutual Fund
NAV$11.67
AUM$95M
TER0.77%
Holdings34
JHAOX Mutual Fund
NAV$11.67
John Hancock 2015 Lifetime Blend Portfolio Class A
AUM$95M
TER0.77%
Holdings34
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JHAOX Mutual Fund Overlap Analysis
JHAOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JHAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JHAOX may share significant positions with broad-market funds.
JHAOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHAOX tax-loss harvesting finds highly correlated but non-identical funds.