JHFMX Mutual Fund Analysis & Holdings | MarketXLS

JHFMX Mutual Fund

NAV$9.91

Holdings106

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JHFMX Mutual Fund

NAV$9.91

John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio

Holdings106

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

JHFMX Mutual Fund Overlap Analysis

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

JHFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, JHFMX may share significant positions with broad-market funds.

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