LFIKX Mutual Fund
LFIKX Mutual Fund
NAV$25.15
AUM$264M
TER0.43%
Holdings24
See how much of LFIKX you already own
LFIKX Mutual Fund
NAV$25.15
MFS Lifetime 2055 Fund Class R6
AUM$264M
TER0.43%
Holdings24
See how much of LFIKX you already own
LFIKX Mutual Fund Overlap Analysis
LFIKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFIKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFIKX may share significant positions with broad-market funds.
LFIKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFIKX tax-loss harvesting finds highly correlated but non-identical funds.