JRYOX Mutual Fund Analysis & Holdings | MarketXLS

JRYOX Mutual Fund

NAV$10.13

TER0.41%

Holdings28

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JRYOX Mutual Fund

NAV$10.13

John Hancock Funds II 2035 Preservation Blend Portfolio Class 1

TER0.41%

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

JRYOX Mutual Fund Overlap Analysis

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

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

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