LTTAX Mutual Fund
LTTAX Mutual Fund
NAV$12.96
AUM$28M
TER0.70%
Holdings27
See how much of LTTAX you already own
LTTAX Mutual Fund
NAV$12.96
MFS Lifetime 2025 Fund Class A
AUM$28M
TER0.70%
Holdings27
See how much of LTTAX you already own
LTTAX Mutual Fund Overlap Analysis
LTTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, LTTAX may share significant positions with broad-market funds.
LTTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTTAX tax-loss harvesting finds highly correlated but non-identical funds.