JCVVX Mutual Fund

NAV$21.38

AUM$741M

TER0.80%

Holdings34

JCVVX Mutual Fund

NAV$21.38

John Hancock Classic Value Fund Class R5

AUM$741M

TER0.80%

Holdings34

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Holdings Overlap Analysis

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

JCVVX Mutual Fund Overlap Analysis

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

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

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