JHSOX Mutual Fund Analysis & Holdings | MarketXLS

JHSOX Mutual Fund

NAV$20.24

AUM$290M

TER0.96%

Holdings75

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JHSOX Mutual Fund

NAV$20.24

John Hancock New Opportunities Fund Class I

AUM$290M

TER0.96%

Holdings75

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

JHSOX Mutual Fund Overlap Analysis

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

JHSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, JHSOX may share significant positions with broad-market funds.

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