MFFRX Mutual Fund
MFFRX Mutual Fund
NAV$28.23
AUM$324,252.01
TER1.57%
Holdings28
See how much of MFFRX you already own
MFFRX Mutual Fund
NAV$28.23
MFS Lifetime 2050 Fund Class B
AUM$324,252.01
TER1.57%
Holdings28
See how much of MFFRX you already own
MFFRX Mutual Fund Overlap Analysis
MFFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MFFRX may share significant positions with broad-market funds.
MFFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFFRX tax-loss harvesting finds highly correlated but non-identical funds.