LTMTX Mutual Fund
LTMTX Mutual Fund
NAV$23.29
AUM$142M
TER0.81%
Holdings28
See how much of LTMTX you already own
LTMTX Mutual Fund
NAV$23.29
MFS Lifetime 2045 Fund Class R3
AUM$142M
TER0.81%
Holdings28
See how much of LTMTX you already own
LTMTX Mutual Fund Overlap Analysis
LTMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LTMTX may share significant positions with broad-market funds.
LTMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTMTX tax-loss harvesting finds highly correlated but non-identical funds.