LTTKX Mutual Fund
LTTKX Mutual Fund
NAV$13.04
AUM$148M
TER0.31%
Holdings27
See how much of LTTKX you already own
LTTKX Mutual Fund
NAV$13.04
MFS Lifetime 2025 Fund Class R6
AUM$148M
TER0.31%
Holdings27
See how much of LTTKX you already own
LTTKX Mutual Fund Overlap Analysis
LTTKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTTKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, LTTKX may share significant positions with broad-market funds.
LTTKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTTKX tax-loss harvesting finds highly correlated but non-identical funds.