JRYRX Mutual Fund

NAV$9.92

AUM$1.2B

TER0.87%

Holdings28

JRYRX Mutual Fund

NAV$9.92

John Hancock Funds II 2035 Preservation Blend Portfolio Class R2

AUM$1.2B

TER0.87%

Holdings28

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Holdings Overlap Analysis

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

JRYRX Mutual Fund Overlap Analysis

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

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

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