JLKSX Mutual Fund

NAV$15.21

AUM$421M

TER0.64%

Holdings83

See how much of JLKSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

JLKSX Mutual Fund

NAV$15.21

John Hancock Multimanager 2055 Lifetime Portfolio Class R5

AUM$421M

TER0.64%

Holdings83

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

JLKSX Mutual Fund Overlap Analysis

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

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

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