JLKTX Mutual Fund

NAV$15.16

AUM$421M

TER0.59%

Holdings83

JLKTX Mutual Fund

NAV$15.16

John Hancock Multimanager 2055 Lifetime Portfolio Class R6

AUM$421M

TER0.59%

Holdings83

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Holdings Overlap Analysis

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

JLKTX Mutual Fund Overlap Analysis

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

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

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