JRTFX Mutual Fund

NAV$13.44

AUM$687M

TER0.35%

Holdings34

JRTFX Mutual Fund

NAV$13.44

John Hancock 2025 Lifetime Blend Portfolio Class R6

AUM$687M

TER0.35%

Holdings34

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Holdings Overlap Analysis

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

JRTFX Mutual Fund Overlap Analysis

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

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

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