JRLKX Mutual Fund

NAV$11.65

AUM$95M

TER0.62%

Holdings34

JRLKX Mutual Fund

NAV$11.65

John Hancock 2015 Lifetime Blend Portfolio Class R4

AUM$95M

TER0.62%

Holdings34

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

JRLKX Mutual Fund Overlap Analysis

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

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

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