LTMLX Mutual Fund
LTMLX Mutual Fund
NAV$23.52
AUM$341M
TER0.42%
Holdings28
See how much of LTMLX you already own
LTMLX Mutual Fund
NAV$23.52
MFS Lifetime 2045 Fund Class R6
AUM$341M
TER0.42%
Holdings28
See how much of LTMLX you already own
LTMLX Mutual Fund Overlap Analysis
LTMLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTMLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LTMLX may share significant positions with broad-market funds.
LTMLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTMLX tax-loss harvesting finds highly correlated but non-identical funds.