LFTNX Mutual Fund
LFTNX Mutual Fund
NAV$12.53
AUM$38M
TER0.43%
Holdings24
See how much of LFTNX you already own
LFTNX Mutual Fund
NAV$12.53
MFS Lifetime 2065 Fund Class R6
AUM$38M
TER0.43%
Holdings24
See how much of LFTNX you already own
LFTNX Mutual Fund Overlap Analysis
LFTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFTNX may share significant positions with broad-market funds.
LFTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTNX tax-loss harvesting finds highly correlated but non-identical funds.