JRTNX Mutual Fund

NAV$16.25

AUM$948M

TER0.32%

Holdings35

JRTNX Mutual Fund

NAV$16.25

John Hancock Funds II 2035 Lifetime Blend Portfolio Class R6

AUM$948M

TER0.32%

Holdings35

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Holdings Overlap Analysis

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

JRTNX Mutual Fund Overlap Analysis

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

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

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