JLDIX Mutual Fund

NAV$9.22

AUM$389M

TER0.55%

Holdings92

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JLDIX Mutual Fund

NAV$9.22

John Hancock Funds II Multimanager 2020 Lifetime Portfolio Class R6

AUM$389M

TER0.55%

Holdings92

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

JLDIX Mutual Fund Overlap Analysis

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

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

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