LFIAX Mutual Fund
LFIAX Mutual Fund
NAV$24.83
AUM$31M
TER0.82%
Holdings24
See how much of LFIAX you already own
LFIAX Mutual Fund
NAV$24.83
MFS Lifetime 2055 Fund Class A
AUM$31M
TER0.82%
Holdings24
See how much of LFIAX you already own
LFIAX Mutual Fund Overlap Analysis
LFIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFIAX may share significant positions with broad-market funds.
LFIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFIAX tax-loss harvesting finds highly correlated but non-identical funds.