JCAFX Mutual Fund Analysis & Holdings | MarketXLS

JCAFX Mutual Fund

NAV$9.78

AUM$513M

TER0.57%

Holdings418

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JCAFX Mutual Fund

NAV$9.78

John Hancock California Municipal Bond Fund Class I

AUM$513M

TER0.57%

Holdings418

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

JCAFX Mutual Fund Overlap Analysis

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

JCAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 418 holdings, JCAFX may share significant positions with broad-market funds.

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