JHOPX Mutual Fund

NAV$13.63

Holdings Overlap Analysis

Compare JHOPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JHOPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JHOPX Mutual Fund Overlap Analysis

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

JHOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, JHOPX may share significant positions with broad-market funds.

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