JCAVX Mutual Fund Analysis & Holdings | MarketXLS

JCAVX Mutual Fund

NAV$9.41

TER0.87%

Holdings230

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JCAVX Mutual Fund

NAV$9.41

John Hancock Funds II Capital Appreciation Value Fund Class NAV

TER0.87%

Holdings230

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

JCAVX Mutual Fund Overlap Analysis

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

JCAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 230 holdings, JCAVX may share significant positions with broad-market funds.

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