JLKTX Mutual Fund
JLKTX Mutual Fund
NAV$15.13
AUM$421M
TER0.59%
Holdings83
See how much of JLKTX you already own
JLKTX Mutual Fund
NAV$15.13
John Hancock Multimanager 2055 Lifetime Portfolio Class R6
AUM$421M
TER0.59%
Holdings83
See how much of JLKTX you already own
JLKTX Mutual Fund Overlap Analysis
JLKTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JLKTX may share significant positions with broad-market funds.
JLKTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLKTX tax-loss harvesting finds highly correlated but non-identical funds.