JTOIX Mutual Fund Analysis & Holdings | MarketXLS

JTOIX Mutual Fund

NAV$12.57

AUM$1.6B

TER0.92%

Holdings26

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JTOIX Mutual Fund

NAV$12.57

John Hancock Multimanager Lifestyle Conservative Portfolio Class I

AUM$1.6B

TER0.92%

Holdings26

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

JTOIX Mutual Fund Overlap Analysis

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

JTOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, JTOIX may share significant positions with broad-market funds.

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