JLKQX Mutual Fund

NAV$15.13

AUM$421M

TER0.84%

Holdings83

JLKQX Mutual Fund

NAV$15.13

John Hancock Multimanager 2055 Lifetime Portfolio Class R4

AUM$421M

TER0.84%

Holdings83

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Holdings Overlap Analysis

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

JLKQX Mutual Fund Overlap Analysis

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

JLKQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, JLKQX may share significant positions with broad-market funds.

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