JACBX Mutual Fund
NAV$19.93
AUM$1.3B
TER0.92%
Holdings67
JACBX Mutual Fund
NAV$19.93
John Hancock Mid Cap Growth Fund Class I
AUM$1.3B
TER0.92%
Holdings67
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JACBX Mutual Fund Overlap Analysis
JACBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JACBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, JACBX may share significant positions with broad-market funds.
JACBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JACBX tax-loss harvesting finds highly correlated but non-identical funds.