LFTWX Mutual Fund
LFTWX Mutual Fund
NAV$10.53
AUM$52,639.62
TER0.55%
Holdings0
LFTWX Mutual Fund
NAV$10.53
MFS Lifetime 2070 Fund Class R4
AUM$52,639.62
TER0.55%
Holdings0
LFTWX Mutual Fund Overlap Analysis
LFTWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LFTWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification.
LFTWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFTWX tax-loss harvesting finds highly correlated but non-identical funds.