JRRPX Mutual Fund Analysis & Holdings | MarketXLS

JRRPX Mutual Fund

NAV$10.27

AUM$984M

TER0.62%

Holdings28

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JRRPX Mutual Fund

NAV$10.27

John Hancock Funds II 2040 Preservation Blend Portfolio Class R4

AUM$984M

TER0.62%

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

JRRPX Mutual Fund Overlap Analysis

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

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

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