JLCGX Mutual Fund

NAV$10.87

AUM$204M

TER0.75%

Holdings25

See how much of JLCGX you already own

Just $25 once·$69/mo·Download sample

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JLCGX Mutual Fund

NAV$10.87

John Hancock Lifestyle Blend Conservative Portfolio Class 1

AUM$204M

TER0.75%

Holdings25

See how much of JLCGX you already own

Just $25 once·$69/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 JLCGX 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 JLCGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLCGX Mutual Fund Overlap Analysis

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

JLCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, JLCGX may share significant positions with broad-market funds.

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