JLDEX Mutual Fund

NAV$9.14

AUM$389M

TER1.05%

Holdings92

JLDEX Mutual Fund

NAV$9.14

John Hancock Funds II Multimanager 2020 Lifetime Portfolio Class R2

AUM$389M

TER1.05%

Holdings92

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare JLDEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JLDEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JLDEX Mutual Fund Overlap Analysis

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

JLDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, JLDEX may share significant positions with broad-market funds.

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