JGYIX Mutual Fund
NAV$14.95
AUM$1.2B
TER0.84%
Holdings110
JGYIX Mutual Fund
NAV$14.95
John Hancock Global Shareholder Yield Fund Class I
AUM$1.2B
TER0.84%
Holdings110
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JGYIX Mutual Fund Overlap Analysis
JGYIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JGYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, JGYIX may share significant positions with broad-market funds.
JGYIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JGYIX tax-loss harvesting finds highly correlated but non-identical funds.