LFETX Mutual Fund
LFETX Mutual Fund
NAV$19.86
AUM$145M
TER0.77%
Holdings29
See how much of LFETX you already own
LFETX Mutual Fund
NAV$19.86
MFS Lifetime 2035 Fund Class R3
AUM$145M
TER0.77%
Holdings29
See how much of LFETX you already own
LFETX Mutual Fund Overlap Analysis
LFETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, LFETX may share significant positions with broad-market funds.
LFETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFETX tax-loss harvesting finds highly correlated but non-identical funds.