JRTMX Mutual Fund

NAV$16.29

AUM$948M

TER0.57%

Holdings34

See how much of JRTMX you already own

Just $25 once·$99/mo·Download sample

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JRTMX Mutual Fund

NAV$16.29

John Hancock Funds II 2035 Lifetime Blend Portfolio Class R4

AUM$948M

TER0.57%

Holdings34

See how much of JRTMX 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 JRTMX 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 JRTMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JRTMX Mutual Fund Overlap Analysis

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

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

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