JRTVX Mutual Fund

NAV$17.54

AUM$829M

TER0.57%

Holdings23

JRTVX Mutual Fund

NAV$17.54

John Hancock Funds II 2040 Lifetime Blend Portfolio Class R4

AUM$829M

TER0.57%

Holdings23

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Holdings Overlap Analysis

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

JRTVX Mutual Fund Overlap Analysis

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

JRTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, JRTVX may share significant positions with broad-market funds.

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