JRLFX Mutual Fund

NAV$11.08

AUM$71M

TER0.62%

Holdings34

JRLFX Mutual Fund

NAV$11.08

John Hancock 2010 Lifetime Blend Portfolio Class R4

AUM$71M

TER0.62%

Holdings34

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Holdings Overlap Analysis

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

JRLFX Mutual Fund Overlap Analysis

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

JRLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, JRLFX may share significant positions with broad-market funds.

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