JLDAX Mutual Fund Analysis & Holdings | MarketXLS

JLDAX Mutual Fund

NAV$9.23

AUM$389M

TER0.95%

Holdings92

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JLDAX Mutual Fund

NAV$9.23

John Hancock Funds II Multimanager 2020 Lifetime Portfolio Class A

AUM$389M

TER0.95%

Holdings92

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

JLDAX Mutual Fund Overlap Analysis

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

JLDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, JLDAX may share significant positions with broad-market funds.

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