JGSRX Mutual Fund

NAV$14.85

AUM$1.2B

TER1.24%

Holdings110

JGSRX Mutual Fund

NAV$14.85

John Hancock Global Shareholder Yield Fund Class R2

AUM$1.2B

TER1.24%

Holdings110

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Holdings Overlap Analysis

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

JGSRX Mutual Fund Overlap Analysis

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

JGSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, JGSRX may share significant positions with broad-market funds.

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