MFFKX Mutual Fund
MFFKX Mutual Fund
NAV$28.60
AUM$352M
TER0.43%
Holdings28
See how much of MFFKX you already own
MFFKX Mutual Fund
NAV$28.60
MFS Lifetime 2050 Fund Class R6
AUM$352M
TER0.43%
Holdings28
See how much of MFFKX you already own
MFFKX Mutual Fund Overlap Analysis
MFFKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFFKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MFFKX may share significant positions with broad-market funds.
MFFKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFFKX tax-loss harvesting finds highly correlated but non-identical funds.