JLKEX Mutual Fund

NAV$15.51

AUM$610M

TER1.09%

Holdings83

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JLKEX Mutual Fund

NAV$15.51

John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class R2

AUM$610M

TER1.09%

Holdings83

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

JLKEX Mutual Fund Overlap Analysis

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

JLKEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JLKEX may share significant positions with broad-market funds.

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