JRROX Mutual Fund Analysis & Holdings | MarketXLS

JRROX Mutual Fund

NAV$10.57

AUM$897M

TER0.41%

Holdings28

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JRROX Mutual Fund

NAV$10.57

John Hancock Funds II 2040 Preservation Blend Portfolio Class 1

AUM$897M

TER0.41%

Holdings28

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

JRROX Mutual Fund Overlap Analysis

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

JRROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, JRROX may share significant positions with broad-market funds.

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