JHERX Mutual Fund

NAV$16.13

AUM$1.7B

TER1.85%

Holdings126

JHERX Mutual Fund

NAV$16.13

John Hancock Funds II Equity Income Fund Class C

AUM$1.7B

TER1.85%

Holdings126

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Holdings Overlap Analysis

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

JHERX Mutual Fund Overlap Analysis

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

JHERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, JHERX may share significant positions with broad-market funds.

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