JULAX Mutual Fund

NAV$16.86

AUM$3.2B

TER1.02%

Holdings76

JULAX Mutual Fund

NAV$16.86

John Hancock Multimanager Lifestyle Aggressive Portfolio Class R6

AUM$3.2B

TER1.02%

Holdings76

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Holdings Overlap Analysis

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

JULAX Mutual Fund Overlap Analysis

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

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

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