USGLX Mutual Fund Analysis & Holdings | MarketXLS

USGLX Mutual Fund

NAV$51.13

AUM$2.1B

TER1.11%

Holdings29

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USGLX Mutual Fund

NAV$51.13

John Hancock US Global Leaders Growth Fund Class A

AUM$2.1B

TER1.11%

Holdings29

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

USGLX Mutual Fund Overlap Analysis

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

USGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, USGLX may share significant positions with broad-market funds.

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