JHBFX Mutual Fund Analysis & Holdings | MarketXLS

JHBFX Mutual Fund

NAV$19.59

AUM$607M

TER0.72%

Holdings14

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JHBFX Mutual Fund

NAV$19.59

John Hancock Funds II 2050 Lifetime Blend Portfolio Class A

AUM$607M

TER0.72%

Holdings14

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JHBFX Mutual Fund Overlap Analysis

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

JHBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, JHBFX may share significant positions with broad-market funds.

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