JASOX Mutual Fund
JASOX Mutual Fund
NAV$19.71
AUM$290M
TER1.21%
Holdings75
JASOX Mutual Fund
NAV$19.71
John Hancock New Opportunities Fund Class A
AUM$290M
TER1.21%
Holdings75
JASOX Mutual Fund Overlap Analysis
JASOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JASOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, JASOX may share significant positions with broad-market funds.
JASOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JASOX tax-loss harvesting finds highly correlated but non-identical funds.