JHRTX Mutual Fund

NAV$14.81

AUM$421M

TER0.69%

Holdings83

JHRTX Mutual Fund

NAV$14.81

John Hancock Multimanager 2055 Lifetime Portfolio Class I

AUM$421M

TER0.69%

Holdings83

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Holdings Overlap Analysis

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

JHRTX Mutual Fund Overlap Analysis

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

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

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