JRLLX Mutual Fund
JRLLX Mutual Fund
NAV$11.42
AUM$95M
TER0.37%
Holdings33
See how much of JRLLX you already own
JRLLX Mutual Fund
NAV$11.42
John Hancock 2015 Lifetime Blend Portfolio Class R6
AUM$95M
TER0.37%
Holdings33
See how much of JRLLX you already own
JRLLX Mutual Fund Overlap Analysis
JRLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JRLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, JRLLX may share significant positions with broad-market funds.
JRLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JRLLX tax-loss harvesting finds highly correlated but non-identical funds.