JQLMX Mutual Fund

NAV$13.39

AUM$2.1B

TER1.38%

Holdings85

JQLMX Mutual Fund

NAV$13.39

John Hancock Multimanager Lifestyle Moderate Portfolio Class R2

AUM$2.1B

TER1.38%

Holdings85

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Holdings Overlap Analysis

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

JQLMX Mutual Fund Overlap Analysis

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

JQLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, JQLMX may share significant positions with broad-market funds.

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