TAGRX Mutual Fund Analysis & Holdings | MarketXLS

TAGRX Mutual Fund

NAV$70.67

AUM$5.9B

TER1.01%

Holdings48

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TAGRX Mutual Fund

NAV$70.67

John Hancock Fundamental Large Cap Core Fund Class A

AUM$5.9B

TER1.01%

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

TAGRX Mutual Fund Overlap Analysis

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

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

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