JBGAX Mutual Fund

NAV$64.21

AUM$4.6B

TER1.14%

Holdings64

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Just $25 once·$69/mo·Download sample

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JBGAX Mutual Fund

NAV$64.21

John Hancock Funds II Blue Chip Growth Fund Class A

AUM$4.6B

TER1.14%

Holdings64

See how much of JBGAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JBGAX Mutual Fund Overlap Analysis

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

JBGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, JBGAX may share significant positions with broad-market funds.

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