JLKHX Mutual Fund Analysis & Holdings | MarketXLS

JLKHX Mutual Fund

NAV$15.67

AUM$610M

TER0.64%

Holdings83

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JLKHX Mutual Fund

NAV$15.67

John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class R5

AUM$610M

TER0.64%

Holdings83

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 JLKHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JLKHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLKHX Mutual Fund Overlap Analysis

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

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

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