JESRX Mutual Fund

NAV$17.16

AUM$307M

TER0.59%

Holdings83

JESRX Mutual Fund

NAV$17.16

John Hancock Funds II Multimanager 2060 Lifetime Portfolio Class R6

AUM$307M

TER0.59%

Holdings83

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Holdings Overlap Analysis

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

JESRX Mutual Fund Overlap Analysis

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

JESRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JESRX may share significant positions with broad-market funds.

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