JRLDX Mutual Fund Analysis & Holdings | MarketXLS

JRLDX Mutual Fund

NAV$11.11

TER0.41%

Holdings34

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JRLDX Mutual Fund

NAV$11.11

John Hancock 2010 Lifetime Blend Portfolio Class 1

TER0.41%

Holdings34

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

JRLDX Mutual Fund Overlap Analysis

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

JRLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JRLDX may share significant positions with broad-market funds.

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