JULGX Mutual Fund

NAV$16.12

AUM$8.5B

TER0.98%

Holdings86

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JULGX Mutual Fund

NAV$16.12

John Hancock Multimanager Lifestyle Growth Portfolio Class R6

AUM$8.5B

TER0.98%

Holdings86

See how much of JULGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JULGX Mutual Fund Overlap Analysis

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

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

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