LFIBX Mutual Fund

NAV$24.93

AUM$233,020.81

TER1.57%

Holdings24

See how much of LFIBX you already own

Just $25 once·$69/mo·Download sample

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LFIBX Mutual Fund

NAV$24.93

MFS Lifetime 2055 Fund Class B

AUM$233,020.81

TER1.57%

Holdings24

See how much of LFIBX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LFIBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LFIBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LFIBX Mutual Fund Overlap Analysis

LFIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LFIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFIBX may share significant positions with broad-market funds.

LFIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFIBX tax-loss harvesting finds highly correlated but non-identical funds.