JQLMX Mutual Fund

NAV$13.44

AUM$2.1B

TER1.38%

Holdings85

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JQLMX Mutual Fund

NAV$13.44

John Hancock Multimanager Lifestyle Moderate Portfolio Class R2

AUM$2.1B

TER1.38%

Holdings85

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

JQLMX Mutual Fund Overlap Analysis

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

JQLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JQLMX may share significant positions with broad-market funds.

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