# Portfolio overlap — JLDIX vs JLEAX Comparing **Multimanager 2020 Lifetime Portfolio** (2026-02-28) and **Multimanager 2025 Lifetime Portfolio** (2026-02-28). - Shared positions: 53 - Multimanager 2020 Lifetime Portfolio covered by Multimanager 2025 Lifetime Portfolio: 0.9180881764977358775945749194 - Multimanager 2025 Lifetime Portfolio covered by Multimanager 2020 Lifetime Portfolio: 0.9180881764977358775945749194 ## Multimanager 2020 Lifetime Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | JOHN HANCOCK CORE BOND FUND JOHN HANCOCK II-CORE BND-NAV | 0.130032 | ✓ | | HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND | 0.126239 | ✓ | | JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 0.094836 | ✓ | | JOHN HANCOCK BD TR MUTUAL FUND | 0.082463 | ✓ | | JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 0.060800 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.050354 | ✓ | | JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV | 0.046406 | ✓ | | JHFII STRAT INCOME OPP FUND NAV CLASS | 0.044743 | ✓ | | JOHN HANCOCK CAPITAL APPRECIAT JOHN HANCOCK II-CAP APP VA-N | 0.036755 | ✓ | | JHF Focused High Yield Fund MUTUAL FUND | 0.036369 | ✓ | | JOHN HANCOCK DISCIPLINED VALUE JH DISC VAL INTL-NAV | 0.034908 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.029347 | ✓ | | JOHN HANCOCK FLOATING RATE INC JH FLOATING RATE INCOME-NAV | 0.026625 | ✓ | | Fidelity International Index Fund | 0.020237 | ✓ | | JHF II GLOBAL EQUITY FUND MUTUAL FUND | 0.018867 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.018167 | ✓ | | JHF III DISCIPLINED VALUE FUND MUTUAL FUND | 0.018128 | ✓ | | U.S. Treasury Notes | 0.018018 | ✓ | | U.S. Treasury Notes | 0.017620 | ✓ | | JOHN HANCOCK FUNDS II - BLUE C JOHN HANCOCK II-BL CH GTH-N | 0.017085 | ✓ | | JOHN HANCOCK FUNDAMENTAL LARGE JH FNDMNTL LRG CAP CORE-NAV | 0.011549 | ✓ | | JOHN HANCOCK MID VALUE FUND JOHN HANCOCK II-MID VAL-NAV | 0.010695 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.010123 | ✓ | | JOHN HANCOCK MID CAP GROWTH FU JH MID CAP GROWTH-NAV | 0.009086 | ✓ | | FMR-MID CAP | 0.009060 | ✓ | | JHF SMALL CAP CORE FUND MUTUAL FUND | 0.004496 | ✓ | | JHF Emerging Markets Equity Fu MUTUAL FUND | 0.004077 | ✓ | | FMR-S/C INDX | 0.002877 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.002809 | ✓ | | U.S. Treasury Bonds Principal STRIPS | 0.002377 | ✓ | | U.S. Treasury Bonds Principal STRIPS | 0.002090 | ✓ | | U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 0.001564 | ✓ | | U.S. Treasury Bonds Principal STRIPS | 0.001134 | ✓ | | DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.000025 | ✓ | | SAKARI RESOURCES LTD COMMON STOCK NPV | 0.000022 | ✓ | | JH COLLATERAL | 0.000012 | ✓ | | PALADIN ENERGY LTD COMMON STOCK | 0.000002 | ✓ | | GALAPAGOS NV COMMON STOCK | 0.000001 | ✓ | | AVZ MINERALS LTD COMMON STOCK | 0.000000 | ✓ | | APAC RESOURCES LTD WARRANTS CALL EXP 15DEC27 | 0.000000 | ✓ | | JOHN WOOD GROUP PLC COMMON STOCK GBP.042857 | 0.000000 | ✓ | | PIHLAJALINNA OYJ COMMON STOCK NPV | 0.000000 | ✓ | | SAVANNAH ENERGY PLC COMMON STOCK GBP.001 | 0.000000 | ✓ | | Peninsula Energy Ltd COMMON STOCK NPV | 0.000000 | ✓ | | TEN SIXTY FOUR LTD COMMON STOCK | 0.000000 | ✓ | | WEBUILD SPA WARRANTS CALL EXP 02AUG30 | 0.000000 | ✓ | | FIREFINCH LTD COMMON STOCK | 0.000000 | ✓ | | DANAKALI LTD COMMON STOCK | 0.000000 | ✓ | | ZENITH CAPITAL CORP/ALBERTA COMMON STOCK | 0.000000 | ✓ | | SOMALOGIC INC WARRANTS CALL EXP 31AUG26 | 0.000000 | ✓ | ## Multimanager 2025 Lifetime Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND | 0.119358 | ✓ | | JOHN HANCOCK CORE BOND FUND JOHN HANCOCK II-CORE BND-NAV | 0.118137 | ✓ | | JHF II US STRAT EQUITY ALLOC MUTUAL FUND | 0.092540 | ✓ | | JHF II INTL STRAT EQUITY ALLO MUTUAL FUND | 0.083268 | ✓ | | JOHN HANCOCK BD TR MUTUAL FUND | 0.064201 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.050065 | ✓ | | JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV | 0.043637 | ✓ | | JHFII STRAT INCOME OPP FUND NAV CLASS | 0.042618 | ✓ | | JHF III DISCIPLINED VALUE FUND MUTUAL FUND | 0.037154 | ✓ | | JOHN HANCOCK CAPITAL APPRECIAT JOHN HANCOCK II-CAP APP VA-N | 0.036617 | ✓ | | JOHN HANCOCK DISCIPLINED VALUE JH DISC VAL INTL-NAV | 0.035235 | ✓ | | JHF Focused High Yield Fund MUTUAL FUND | 0.034197 | ✓ | | JOHN HANCOCK FUNDS II - BLUE C JOHN HANCOCK II-BL CH GTH-N | 0.032632 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.028855 | ✓ | | JOHN HANCOCK FLOATING RATE INC JH FLOATING RATE INCOME-NAV | 0.019266 | ✓ | | JHF II GLOBAL EQUITY FUND MUTUAL FUND | 0.018751 | ✓ | | Fidelity International Index Fund | 0.015206 | ✓ | | JOHN HANCOCK MID VALUE FUND JOHN HANCOCK II-MID VAL-NAV | 0.015179 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.013099 | ✓ | | JOHN HANCOCK MID CAP GROWTH FU JH MID CAP GROWTH-NAV | 0.012886 | ✓ | | U.S. Treasury Notes | 0.012734 | ✓ | | U.S. Treasury Notes | 0.012704 | ✓ | | FMR-MID CAP | 0.011029 | ✓ | | JOHN HANCOCK INVT TR MUTUAL FUND | 0.010096 | ✓ | | JHF Emerging Markets Equity Fu MUTUAL FUND | 0.007298 | ✓ | | FMR-S/C INDX | 0.006241 | ✓ | | JOHN HANCOCK FUNDAMENTAL LARGE JH FNDMNTL LRG CAP CORE-NAV | 0.005579 | ✓ | | JHF SMALL CAP CORE FUND MUTUAL FUND | 0.004696 | ✓ | | JOHN HANCOCK MULTIFACTOR EMERG JOHN HANCOCK MULTI EM MRK ET | 0.004599 | | | U.S. Treasury Bonds Principal STRIPS | 0.003316 | ✓ | | U.S. Treasury Bonds Principal STRIPS | 0.002916 | ✓ | | U.S. Treasury STRIPS Principal, 2.00%, 8/15/51 | 0.002222 | ✓ | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.001986 | ✓ | | U.S. Treasury Bonds Principal STRIPS | 0.001612 | ✓ | | DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0 | 0.000029 | ✓ | | SAKARI RESOURCES LTD COMMON STOCK NPV | 0.000025 | ✓ | | JH COLLATERAL | 0.000011 | ✓ | | PALADIN ENERGY LTD COMMON STOCK | 0.000002 | ✓ | | GALAPAGOS NV COMMON STOCK | 0.000001 | ✓ | | AVZ MINERALS LTD COMMON STOCK | 0.000001 | ✓ | | APAC RESOURCES LTD WARRANTS CALL EXP 15DEC27 | 0.000000 | ✓ | | JOHN WOOD GROUP PLC COMMON STOCK GBP.042857 | 0.000000 | ✓ | | PIHLAJALINNA OYJ COMMON STOCK NPV | 0.000000 | ✓ | | SAVANNAH ENERGY PLC COMMON STOCK GBP.001 | 0.000000 | ✓ | | Peninsula Energy Ltd COMMON STOCK NPV | 0.000000 | ✓ | | TEN SIXTY FOUR LTD COMMON STOCK | 0.000000 | ✓ | | WEBUILD SPA WARRANTS CALL EXP 02AUG30 | 0.000000 | ✓ | | FIREFINCH LTD COMMON STOCK | 0.000000 | ✓ | | DANAKALI LTD COMMON STOCK | 0.000000 | ✓ | | ZENITH CAPITAL CORP/ALBERTA COMMON STOCK | 0.000000 | ✓ | ## Sources - N-PORT (fund A) — accession `0001193125-26-184494` (as of 2026-02-28) - N-PORT (fund B) — accession `0001193125-26-184496` (as of 2026-02-28) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _