JBFRX Mutual Fund

NAV$13.33

AUM$26.9B

TER0.60%

Holdings1,143

JBFRX Mutual Fund

NAV$13.33

John Hancock Bond Fund Class R4

AUM$26.9B

TER0.60%

Holdings1,143

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Holdings Overlap Analysis

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

JBFRX Mutual Fund Overlap Analysis

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

JBFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1143 holdings, JBFRX may share significant positions with broad-market funds.

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