JLIEX Mutual Fund

NAV$12.60

AUM$927M

TER1.09%

Holdings88

JLIEX Mutual Fund

NAV$12.60

John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R2

AUM$927M

TER1.09%

Holdings88

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JLIEX Mutual Fund Overlap Analysis

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

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

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