JLMRX Mutual Fund

NAV$12.14

TER0.69%

Holdings36

JLMRX Mutual Fund

NAV$12.14

John Hancock Lifestyle Blend Moderate Portfolio Class R6

TER0.69%

Holdings36

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

JLMRX Mutual Fund Overlap Analysis

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

JLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, JLMRX may share significant positions with broad-market funds.

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