Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JSATX vs JRIYX
Shared holdings
19
JSATX covered by JRIYX
97.14%
JRIYX covered by JSATX
97.14%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
JSATX (May 31, 2023)
| Security | Weight | |
|---|---|---|
| JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 37.58% | |
| JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 24.15% | |
| FMR-MID CAP | 12.03% | |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 4.98% | |
| VANGUARD FTSE EM | 4.16% | |
| FMR-S/C INDX | 3.83% | |
| U.S. Treasury Bonds Principal STRIPS | 2.41% | |
| U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 2.26% | |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 2.18% | |
| UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000 | 1.88% | |
| Vanguard World Fund HEALTH CAR ETF | 1.31% | |
| State StreetFinSelSectSPDRETF | 0.98% | |
| U.S. Treasury Bonds Principal STRIPS | 0.97% | |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.54% | |
| VANGUARD INF T E | 0.53% | |
| JH COLLATERAL | 0.20% | |
| DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.00% | |
| CHINA COM RICH RENE ENE INVEST | 0.00% | |
| NMC HEALTH PLC COMMON STOCK GBP.1 | 0.00% |
JRIYX (May 31, 2023)
| Security | Weight | |
|---|---|---|
| JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 36.54% | |
| JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 23.43% | |
| FMR-MID CAP | 11.69% | |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 4.78% | |
| VANGUARD FTSE EM | 4.04% | |
| FMR-S/C INDX | 3.71% | |
| JH COLLATERAL | 3.07% | |
| U.S. Treasury Bonds Principal STRIPS | 2.36% | |
| U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 2.22% | |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 2.10% | |
| UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000 | 1.85% | |
| Vanguard World Fund HEALTH CAR ETF | 1.27% | |
| U.S. Treasury Bonds Principal STRIPS | 0.96% | |
| State StreetFinSelSectSPDRETF | 0.94% | |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000 | 0.52% | |
| VANGUARD INF T E | 0.52% | |
| DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.00% | |
| CHINA COM RICH RENE ENE INVEST | 0.00% | |
| NMC HEALTH PLC COMMON STOCK GBP.1 | 0.00% |
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