JRTNX Mutual Fund

NAV$16.05

AUM$948M

TER0.32%

Holdings34

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JRTNX Mutual Fund

NAV$16.05

John Hancock Funds II 2035 Lifetime Blend Portfolio Class R6

AUM$948M

TER0.32%

Holdings34

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

JRTNX Mutual Fund Overlap Analysis

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

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

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