JVMRX Mutual Fund

NAV$32.02

AUM$22.5B

TER0.74%

Holdings139

JVMRX Mutual Fund

NAV$32.02

John Hancock Disciplined Value Mid Cap Fund Class R6

AUM$22.5B

TER0.74%

Holdings139

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Holdings Overlap Analysis

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

JVMRX Mutual Fund Overlap Analysis

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

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

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