JLHEX Mutual Fund Analysis & Holdings | MarketXLS

JLHEX Mutual Fund

NAV$12.04

AUM$1.1B

TER1.09%

Holdings93

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JLHEX Mutual Fund

NAV$12.04

John Hancock Funds II Multimanager 2035 Lifetime Portfolio Class R2

AUM$1.1B

TER1.09%

Holdings93

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

JLHEX Mutual Fund Overlap Analysis

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

JLHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JLHEX may share significant positions with broad-market funds.

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