LFTQX Mutual Fund Analysis & Holdings | MarketXLS

LFTQX Mutual Fund

NAV$10.44

AUM$50,850.12

TER0.80%

Holdings0

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LFTQX Mutual Fund

NAV$10.44

MFS Lifetime 2070 Fund Class A

AUM$50,850.12

TER0.80%

Holdings0

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare LFTQX 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 LFTQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LFTQX Mutual Fund Overlap Analysis

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

LFTQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification.

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