JUSOX Mutual Fund
JUSOX Mutual Fund
NAV$20.10
AUM$290M
TER1.10%
Holdings75
See how much of JUSOX you already own
JUSOX Mutual Fund
NAV$20.10
John Hancock New Opportunities Fund Class R4
AUM$290M
TER1.10%
Holdings75
See how much of JUSOX you already own
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.