LFTMX Mutual Fund
LFTMX Mutual Fund
NAV$12.50
AUM$1M
TER0.57%
Holdings24
See how much of LFTMX you already own
LFTMX Mutual Fund
NAV$12.50
MFS Lifetime 2065 Fund Class R4
AUM$1M
TER0.57%
Holdings24
See how much of LFTMX you already own
LFTMX Mutual Fund Overlap Analysis
LFTMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFTMX may share significant positions with broad-market funds.
LFTMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTMX tax-loss harvesting finds highly correlated but non-identical funds.