JCVSX Mutual Fund

NAV$21.38

AUM$741M

TER1.25%

Holdings34

JCVSX Mutual Fund

NAV$21.38

John Hancock Classic Value Fund Class R2

AUM$741M

TER1.25%

Holdings34

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Holdings Overlap Analysis

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

JCVSX Mutual Fund Overlap Analysis

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

JCVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JCVSX may share significant positions with broad-market funds.

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