JDJRX Mutual Fund Analysis & Holdings | MarketXLS

JDJRX Mutual Fund

NAV$9.48

AUM$1.8B

TER1.25%

Holdings514

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JDJRX Mutual Fund

NAV$9.48

John Hancock Diversified Macro Fund Class R6

AUM$1.8B

TER1.25%

Holdings514

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

JDJRX Mutual Fund Overlap Analysis

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

JDJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 514 holdings, JDJRX may share significant positions with broad-market funds.

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