JTLMX Mutual Fund
JTLMX Mutual Fund
NAV$13.17
AUM$2.1B
TER0.93%
Holdings85
See how much of JTLMX you already own
JTLMX Mutual Fund
NAV$13.17
John Hancock Multimanager Lifestyle Moderate Portfolio Class R5
AUM$2.1B
TER0.93%
Holdings85
See how much of JTLMX you already own
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.