JORSX Mutual Fund

NAV$19.83

AUM$2.2B

TER0.87%

Holdings77

JORSX Mutual Fund

NAV$19.83

John Hancock Small Cap Core Fund Class R6

AUM$2.2B

TER0.87%

Holdings77

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

JORSX Mutual Fund Overlap Analysis

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

JORSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, JORSX may share significant positions with broad-market funds.

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