JHRTX Mutual Fund

NAV$15.24

AUM$421M

TER0.69%

Holdings83

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JHRTX Mutual Fund

NAV$15.24

John Hancock Multimanager 2055 Lifetime Portfolio Class I

AUM$421M

TER0.69%

Holdings83

See how much of JHRTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

JHRTX Mutual Fund Overlap Analysis

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

JHRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JHRTX may share significant positions with broad-market funds.

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