JCCIX Mutual Fund
NAV$19.71
AUM$2.2B
TER0.98%
Holdings77
JCCIX Mutual Fund
NAV$19.71
John Hancock Small Cap Core Fund Cl I
AUM$2.2B
TER0.98%
Holdings77
See inside every mutual fund you own
$49$29/moFirst 500. Cancel anytime.
JCCIX Mutual Fund Overlap Analysis
JCCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JCCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, JCCIX may share significant positions with broad-market funds.
JCCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JCCIX tax-loss harvesting finds highly correlated but non-identical funds.