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JRTIX vs JRLKX

Shared holdings
30
JRTIX covered by JRLKX
70.93%
JRLKX covered by JRTIX
70.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

JRTIX (Feb. 28, 2026)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND21.03%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND15.53%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET11.06%
HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND11.05%
FMR-MID CAP5.48%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.20%
Vanguard Short-Term Corporate Bond ETF4.53%
Vanguard S&P 500 ETF4.51%
JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV4.05%
JHF Focused High Yield Fund MUTUAL FUND2.79%
ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND2.43%
VANGUARD DVD A E1.59%
FMR-S/C INDX1.49%
VANGUARD ENERGY ETF VANGUARD ENERGY ETF1.34%
JOHN HANCOCK GLOBAL SENIOR LOA JH GLOBAL SENIOR LOAN ETF1.16%
Vanguard Real Estate Index Fund ETF Shares1.06%
VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF0.71%
U.S. Treasury Notes0.68%
INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS0.68%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/20280.67%
U.S. Treasury Notes0.65%
U.S. Treasury Bonds Principal STRIPS0.37%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR0.35%
VG GLB EX-US R E0.35%
U.S. Treasury Bonds Principal STRIPS0.32%
VANGUARD FTSE EM0.29%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/510.26%
U.S. Treasury Bonds Principal STRIPS0.19%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/20270.11%
JH COLLATERAL0.06%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%

JRLKX (Feb. 28, 2026)

SecurityWeight
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET16.25%
HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND16.19%
JHF II US STRAT EQUITY ALLOC MUTUAL FUND11.50%
Vanguard Short-Term Corporate Bond ETF9.47%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF7.94%
JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV5.53%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND4.53%
JHF Focused High Yield Fund MUTUAL FUND3.84%
JOHN HANCOCK GLOBAL SENIOR LOA JH GLOBAL SENIOR LOAN ETF3.31%
ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND2.72%
U.S. Treasury Notes2.34%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/20282.33%
U.S. Treasury Notes2.26%
FMR-MID CAP1.82%
VANGUARD DVD A E1.79%
Vanguard S&P 500 ETF1.67%
VANGUARD ENERGY ETF VANGUARD ENERGY ETF1.59%
Vanguard Real Estate Index Fund ETF Shares1.26%
VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF0.84%
INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS0.67%
FMR-S/C INDX0.51%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR0.42%
VG GLB EX-US R E0.42%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/20270.36%
U.S. Treasury Bonds Principal STRIPS0.15%
U.S. Treasury Bonds Principal STRIPS0.13%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/510.10%
U.S. Treasury Bonds Principal STRIPS0.07%
JH COLLATERAL0.00%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%

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