JTLMX Mutual Fund Analysis & Holdings | MarketXLS

JTLMX Mutual Fund

NAV$13.35

AUM$2.1B

TER0.93%

Holdings85

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JTLMX Mutual Fund

NAV$13.35

John Hancock Multimanager Lifestyle Moderate Portfolio Class R5

AUM$2.1B

TER0.93%

Holdings85

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

JTLMX Mutual Fund Overlap Analysis

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

JTLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JTLMX may share significant positions with broad-market funds.

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