JQLBX Mutual Fund

NAV$14.83

AUM$7.5B

TER1.42%

Holdings86

JQLBX Mutual Fund

NAV$14.83

John Hancock Multimanager Lifestyle Balanced Portfolio Class R2

AUM$7.5B

TER1.42%

Holdings86

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Holdings Overlap Analysis

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

JQLBX Mutual Fund Overlap Analysis

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

JQLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, JQLBX may share significant positions with broad-market funds.

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