JTAIX Mutual Fund

NAV$16.84

AUM$3.2B

TER1.13%

Holdings76

JTAIX Mutual Fund

NAV$16.84

John Hancock Multimanager Lifestyle Aggressive Portfolio Class I

AUM$3.2B

TER1.13%

Holdings76

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Holdings Overlap Analysis

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

JTAIX Mutual Fund Overlap Analysis

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

JTAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, JTAIX may share significant positions with broad-market funds.

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