JBGCX Mutual Fund Analysis & Holdings | MarketXLS

JBGCX Mutual Fund

NAV$56.08

AUM$4.6B

TER1.86%

Holdings63

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JBGCX Mutual Fund

NAV$56.08

John Hancock Funds II Blue Chip Growth Fund Class C

AUM$4.6B

TER1.86%

Holdings63

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare JBGCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JBGCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JBGCX Mutual Fund Overlap Analysis

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

JBGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, JBGCX may share significant positions with broad-market funds.

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