JVMAX Mutual Fund

NAV$29.93

AUM$22.5B

TER1.10%

Holdings139

JVMAX Mutual Fund

NAV$29.93

John Hancock Disciplined Value Mid Cap Fund Class A

AUM$22.5B

TER1.10%

Holdings139

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Holdings Overlap Analysis

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

JVMAX Mutual Fund Overlap Analysis

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

JVMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 139 holdings, JVMAX may share significant positions with broad-market funds.

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