MFFNX Mutual Fund
MFFNX Mutual Fund
NAV$28.22
AUM$17M
TER1.07%
Holdings28
See how much of MFFNX you already own
MFFNX Mutual Fund
NAV$28.22
MFS Lifetime 2050 Fund Class R2
AUM$17M
TER1.07%
Holdings28
See how much of MFFNX you already own
MFFNX Mutual Fund Overlap Analysis
MFFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MFFNX may share significant positions with broad-market funds.
MFFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFFNX tax-loss harvesting finds highly correlated but non-identical funds.