LTMRX Mutual Fund
LTMRX Mutual Fund
NAV$23.03
AUM$54,071.68
TER1.56%
Holdings28
See how much of LTMRX you already own
LTMRX Mutual Fund
NAV$23.03
MFS Lifetime 2045 Fund Class R1
AUM$54,071.68
TER1.56%
Holdings28
See how much of LTMRX you already own
LTMRX Mutual Fund Overlap Analysis
LTMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LTMRX may share significant positions with broad-market funds.
LTMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTMRX tax-loss harvesting finds highly correlated but non-identical funds.