LFTZX Mutual Fund

NAV$10.44

AUM$894,889.62

TER0.41%

Holdings0

See how much of LFTZX you already own

Just $25 once·$69/mo·Download sample

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LFTZX Mutual Fund

NAV$10.44

MFS Lifetime 2070 Fund Class R6

AUM$894,889.62

TER0.41%

Holdings0

See how much of LFTZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

LFTZX Mutual Fund Overlap Analysis

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

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

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