SVBAX Mutual Fund

NAV$31.98

AUM$5.7B

TER1.02%

Holdings1,111

SVBAX Mutual Fund

NAV$31.98

John Hancock Balanced Fund Class A

AUM$5.7B

TER1.02%

Holdings1,111

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Holdings Overlap Analysis

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

SVBAX Mutual Fund Overlap Analysis

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

SVBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1111 holdings, SVBAX may share significant positions with broad-market funds.

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