JYEBX Mutual Fund Analysis & Holdings | MarketXLS

JYEBX Mutual Fund

NAV$14.12

AUM$242M

TER1.17%

Holdings37

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JYEBX Mutual Fund

NAV$14.12

John Hancock Real Estate Securities Fund Class A

AUM$242M

TER1.17%

Holdings37

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

JYEBX Mutual Fund Overlap Analysis

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

JYEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, JYEBX may share significant positions with broad-market funds.

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