JRERX Mutual Fund

NAV$9.64

TER0.86%

Holdings33

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JRERX Mutual Fund

NAV$9.64

John Hancock Funds II 2025 Preservation Blend Portfolio Class R2

TER0.86%

Holdings33

See inside every fund you own

$99/yr 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 JRERX 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 JRERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JRERX Mutual Fund Overlap Analysis

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

JRERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, JRERX may share significant positions with broad-market funds.

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