JRFPX Mutual Fund Analysis & Holdings | MarketXLS

JRFPX Mutual Fund

NAV$9.63

AUM$330M

TER0.59%

Holdings27

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

JRFPX Mutual Fund

NAV$9.63

John Hancock Income Preservation Blend Portfolio Class R4

AUM$330M

TER0.59%

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

JRFPX Mutual Fund Overlap Analysis

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

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

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