JTBIX Mutual Fund Analysis & Holdings | MarketXLS

JTBIX Mutual Fund

NAV$14.86

AUM$7.5B

TER1.03%

Holdings86

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JTBIX Mutual Fund

NAV$14.86

John Hancock Multimanager Lifestyle Balanced Portfolio Class I

AUM$7.5B

TER1.03%

Holdings86

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

JTBIX Mutual Fund Overlap Analysis

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

JTBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, JTBIX may share significant positions with broad-market funds.

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