JRLOX Mutual Fund

NAV$12.46

AUM$121M

TER0.40%

Holdings34

JRLOX Mutual Fund

NAV$12.46

John Hancock 2020 Lifetime Blend Portfolio Class 1

AUM$121M

TER0.40%

Holdings34

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Holdings Overlap Analysis

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

JRLOX Mutual Fund Overlap Analysis

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

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

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