LFTKX Mutual Fund
LFTKX Mutual Fund
NAV$12.39
AUM$2M
TER1.07%
Holdings24
See how much of LFTKX you already own
LFTKX Mutual Fund
NAV$12.39
MFS Lifetime 2065 Fund Class R2
AUM$2M
TER1.07%
Holdings24
See how much of LFTKX you already own
LFTKX Mutual Fund Overlap Analysis
LFTKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFTKX may share significant positions with broad-market funds.
LFTKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTKX tax-loss harvesting finds highly correlated but non-identical funds.