JLBOX Mutual Fund
NAV$8.25
TER0.57%
Holdings88
JLBOX Mutual Fund
NAV$8.25
John Hancock Funds II Multimanager 2015 Lifetime Portfolio Class 1
TER0.57%
Holdings88
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JLBOX Mutual Fund Overlap Analysis
JLBOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
JLBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, JLBOX may share significant positions with broad-market funds.
JLBOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JLBOX tax-loss harvesting finds highly correlated but non-identical funds.