JUSOX Mutual Fund Analysis & Holdings | MarketXLS

JUSOX Mutual Fund

NAV$20.10

AUM$290M

TER1.10%

Holdings75

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JUSOX Mutual Fund

NAV$20.10

John Hancock New Opportunities Fund Class R4

AUM$290M

TER1.10%

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

JUSOX Mutual Fund Overlap Analysis

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

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

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