JLBKX Mutual Fund

NAV$8.18

AUM$157M

TER1.03%

Holdings88

JLBKX Mutual Fund

NAV$8.18

John Hancock Funds II Multimanager 2015 Lifetime Portfolio Class R2

AUM$157M

TER1.03%

Holdings88

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Holdings Overlap Analysis

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

JLBKX Mutual Fund Overlap Analysis

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

JLBKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, JLBKX may share significant positions with broad-market funds.

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