JCLMX Mutual Fund

NAV$13.54

AUM$2.1B

TER1.99%

Holdings85

JCLMX Mutual Fund

NAV$13.54

John Hancock Multimanager Lifestyle Moderate Portfolio Class C

AUM$2.1B

TER1.99%

Holdings85

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Holdings Overlap Analysis

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

JCLMX Mutual Fund Overlap Analysis

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

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

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