LTTBX Mutual Fund
LTTBX Mutual Fund
NAV$13.18
AUM$77,461.78
TER1.45%
Holdings27
See how much of LTTBX you already own
LTTBX Mutual Fund
NAV$13.18
MFS Lifetime 2025 Fund Class B
AUM$77,461.78
TER1.45%
Holdings27
See how much of LTTBX you already own
LTTBX Mutual Fund Overlap Analysis
LTTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, LTTBX may share significant positions with broad-market funds.
LTTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTTBX tax-loss harvesting finds highly correlated but non-identical funds.