JRIWX Mutual Fund Analysis & Holdings | MarketXLS

JRIWX Mutual Fund

NAV$9.54

AUM$294M

TER0.39%

Holdings20

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JRIWX Mutual Fund

NAV$9.54

John Hancock Funds II 2055 Preservation Blend Portfolio Class R6

AUM$294M

TER0.39%

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

JRIWX Mutual Fund Overlap Analysis

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

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

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