JLCVX Mutual Fund Holdings Overlap Calculator | MarketXLS

JLCVX Mutual Fund

NAV$76.24

AUM$5.9B

TER0.70%

Holdings48

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$45/quarter Pro · Cancel anytime

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JLCVX Mutual Fund

NAV$76.24

John Hancock Fundamental Large Cap Core Fund Class R5

AUM$5.9B

TER0.70%

Holdings48

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

JLCVX Mutual Fund Overlap Analysis

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

JLCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JLCVX may share significant positions with broad-market funds.

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