JHSFX Mutual Fund Analysis & Holdings | MarketXLS

JHSFX Mutual Fund

NAV$10.15

AUM$51M

TER0.61%

Holdings283

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JHSFX Mutual Fund

NAV$10.15

John Hancock Short Duration Municipal Opportunities Fund Class A

AUM$51M

TER0.61%

Holdings283

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

JHSFX Mutual Fund Overlap Analysis

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

JHSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, JHSFX may share significant positions with broad-market funds.

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