JRTAX Mutual Fund

NAV$12.50

AUM$304M

TER0.36%

Holdings34

JRTAX Mutual Fund

NAV$12.50

John Hancock 2020 Lifetime Blend Portfolio Class R6

AUM$304M

TER0.36%

Holdings34

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Holdings Overlap Analysis

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

JRTAX Mutual Fund Overlap Analysis

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

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

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