JIBRX Mutual Fund
JIBRX Mutual Fund
NAV$13.83
TER0.66%
Holdings35
See how much of JIBRX you already own
JIBRX Mutual Fund
NAV$13.83
John Hancock Lifestyle Blend Balanced Portfolio Class R6
TER0.66%
Holdings35
See how much of JIBRX you already own
JIBRX Mutual Fund Overlap Analysis
JIBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JIBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JIBRX may share significant positions with broad-market funds.
JIBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JIBRX tax-loss harvesting finds highly correlated but non-identical funds.