JRIUX Mutual Fund Analysis & Holdings | MarketXLS

JRIUX Mutual Fund

NAV$9.74

TER0.89%

Holdings20

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JRIUX Mutual Fund

NAV$9.74

John Hancock Funds II 2055 Preservation Blend Portfolio Class R2

TER0.89%

Holdings20

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

JRIUX Mutual Fund Overlap Analysis

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

JRIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, JRIUX may share significant positions with broad-market funds.

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