JCSRX Mutual Fund

NAV$9.76

AUM$513M

TER0.50%

Holdings418

JCSRX Mutual Fund

NAV$9.76

John Hancock California Municipal Bond Fund Class R6

AUM$513M

TER0.50%

Holdings418

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Holdings Overlap Analysis

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

JCSRX Mutual Fund Overlap Analysis

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

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

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