JRFOX Mutual Fund Analysis & Holdings | MarketXLS

JRFOX Mutual Fund

NAV$9.47

AUM$311M

TER0.38%

Holdings27

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JRFOX Mutual Fund

NAV$9.47

John Hancock Income Preservation Blend Portfolio Class 1

AUM$311M

TER0.38%

Holdings27

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 JRFOX 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 JRFOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JRFOX Mutual Fund Overlap Analysis

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

JRFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, JRFOX may share significant positions with broad-market funds.

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