JLBJX Mutual Fund Analysis & Holdings | MarketXLS

JLBJX Mutual Fund

NAV$8.35

AUM$157M

TER0.53%

Holdings88

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JLBJX Mutual Fund

NAV$8.35

John Hancock Funds II Multimanager 2015 Lifetime Portfolio Class R6

AUM$157M

TER0.53%

Holdings88

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

JLBJX Mutual Fund Overlap Analysis

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

JLBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, JLBJX may share significant positions with broad-market funds.

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