JSGRX Mutual Fund
NAV$30.57
AUM$1.7B
TER1.10%
Holdings48
JSGRX Mutual Fund
NAV$30.57
John Hancock US Growth Fund Class R2
AUM$1.7B
TER1.10%
Holdings48
See inside every mutual fund you own
$29/moCancel anytime.
JSGRX Mutual Fund Overlap Analysis
JSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, JSGRX may share significant positions with broad-market funds.
JSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JSGRX tax-loss harvesting finds highly correlated but non-identical funds.