JRTGX Mutual Fund

NAV$14.86

TER0.37%

Holdings35

JRTGX Mutual Fund

NAV$14.86

John Hancock Funds II 2030 Lifetime Blend Portfolio Class 1

TER0.37%

Holdings35

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Holdings Overlap Analysis

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

JRTGX Mutual Fund Overlap Analysis

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

JRTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, JRTGX may share significant positions with broad-market funds.

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