JLDGX Mutual Fund

NAV$9.20

AUM$389M

TER0.80%

Holdings92

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JLDGX Mutual Fund

NAV$9.20

John Hancock Funds II Multimanager 2020 Lifetime Portfolio Class R4

AUM$389M

TER0.80%

Holdings92

See how much of JLDGX 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 JLDGX 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 JLDGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLDGX Mutual Fund Overlap Analysis

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

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

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