JCSRX Mutual Fund

NAV$9.68

AUM$513M

TER0.50%

Holdings418

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JCSRX Mutual Fund

NAV$9.68

John Hancock California Municipal Bond Fund Class R6

AUM$513M

TER0.50%

Holdings418

See how much of JCSRX you already own

Just $25 once·$99/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 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.