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JRTYX vs JIIOX

Shared holdings
16
JRTYX covered by JIIOX
87.80%
JIIOX covered by JRTYX
87.80%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 16 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

JRTYX (Feb. 28, 2026)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND30.70%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND26.93%
Vanguard S&P 500 ETF14.88%
FMR-MID CAP11.26%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.19%
FMR-S/C INDX3.14%
HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND2.76%
VANGUARD FTSE EM2.57%
JH COLLATERAL1.06%
JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV0.55%
JHF Focused High Yield Fund MUTUAL FUND0.40%
U.S. Treasury Bonds Principal STRIPS0.18%
U.S. Treasury Bonds Principal STRIPS0.16%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/510.13%
U.S. Treasury Bonds Principal STRIPS0.10%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%

JIIOX (Feb. 28, 2026)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND33.08%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND28.26%
FMR-MID CAP11.87%
Vanguard S&P 500 ETF6.45%
FMR-S/C INDX5.87%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.13%
VANGUARD FTSE EM1.54%
VANGUARD ENERGY ETF VANGUARD ENERGY ETF1.23%
JH COLLATERAL1.17%
Vanguard Real Estate Index Fund ETF Shares0.97%
INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS0.67%
VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF0.65%
JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV0.51%
ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND0.44%
VANGUARD DVD A E0.43%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR0.32%
VG GLB EX-US R E0.32%
HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND0.27%
JHF Focused High Yield Fund MUTUAL FUND0.25%
U.S. Treasury Bonds Principal STRIPS0.18%
U.S. Treasury Bonds Principal STRIPS0.16%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/510.13%
U.S. Treasury Bonds Principal STRIPS0.10%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%
CHINA COM RICH RENE ENE INVEST0.00%

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