JRIPX Mutual Fund
NAV$9.29
TER0.64%
Holdings26
JRIPX Mutual Fund
NAV$9.29
John Hancock Funds II Multi-Index 2050 Preservation Portfolio Class R4
TER0.64%
Holdings26
JRIPX Mutual Fund Overlap Analysis
JRIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JRIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JRIPX may share significant positions with broad-market funds.
JRIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JRIPX tax-loss harvesting finds highly correlated but non-identical funds.