JGERX Mutual Fund
NAV$13.74
AUM$659M
TER1.38%
Holdings66
JGERX Mutual Fund
NAV$13.74
John Hancock Funds II Global Equity Fund Class R2
AUM$659M
TER1.38%
Holdings66
See inside every mutual fund you own
$29/moCancel anytime.
JGERX Mutual Fund Overlap Analysis
JGERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, JGERX may share significant positions with broad-market funds.
JGERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGERX tax-loss harvesting finds highly correlated but non-identical funds.