JLFEX Mutual Fund

NAV$11.12

AUM$1.1B

TER1.08%

Holdings93

JLFEX Mutual Fund

NAV$11.12

John Hancock Funds II Multimanager 2030 Lifetime Portfolio Class R2

AUM$1.1B

TER1.08%

Holdings93

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Holdings Overlap Analysis

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

JLFEX Mutual Fund Overlap Analysis

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

JLFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, JLFEX may share significant positions with broad-market funds.

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