JRISX Mutual Fund Analysis & Holdings | MarketXLS

JRISX Mutual Fund

NAV$9.59

AUM$657M

TER0.39%

Holdings26

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JRISX Mutual Fund

NAV$9.59

John Hancock Funds II Multi-Index 2050 Preservation Portfolio Class R6

AUM$657M

TER0.39%

Holdings26

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

JRISX Mutual Fund Overlap Analysis

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

JRISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JRISX may share significant positions with broad-market funds.

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