JRTWX Mutual Fund

NAV$17.56

AUM$829M

TER0.32%

Holdings23

JRTWX Mutual Fund

NAV$17.56

John Hancock Funds II 2040 Lifetime Blend Portfolio Class R6

AUM$829M

TER0.32%

Holdings23

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Holdings Overlap Analysis

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

JRTWX Mutual Fund Overlap Analysis

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

JRTWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JRTWX may share significant positions with broad-market funds.

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