JRRRX Mutual Fund

NAV$10.19

AUM$984M

TER0.87%

Holdings28

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Just $25 once·$99/mo·Download sample

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JRRRX Mutual Fund

NAV$10.19

John Hancock Funds II 2040 Preservation Blend Portfolio Class R2

AUM$984M

TER0.87%

Holdings28

See how much of JRRRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JRRRX Mutual Fund Overlap Analysis

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

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

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