JBGAX Mutual Fund

NAV$63.64

AUM$4.6B

TER1.14%

Holdings63

JBGAX Mutual Fund

NAV$63.64

John Hancock Funds II Blue Chip Growth Fund Class A

AUM$4.6B

TER1.14%

Holdings63

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Holdings Overlap Analysis

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

JBGAX Mutual Fund Overlap Analysis

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

JBGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, JBGAX may share significant positions with broad-market funds.

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