JTBDX Mutual Fund Analysis & Holdings | MarketXLS

JTBDX Mutual Fund

NAV$8.97

AUM$1.3B

TER0.59%

Holdings906

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JTBDX Mutual Fund

NAV$8.97

John Hancock Municipal Opportunities Fund Class I

AUM$1.3B

TER0.59%

Holdings906

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

JTBDX Mutual Fund Overlap Analysis

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

JTBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 906 holdings, JTBDX may share significant positions with broad-market funds.

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