MFFSX Mutual Fund
MFFSX Mutual Fund
NAV$28.44
AUM$50M
TER0.82%
Holdings28
See how much of MFFSX you already own
MFFSX Mutual Fund
NAV$28.44
MFS Lifetime 2050 Fund Class A
AUM$50M
TER0.82%
Holdings28
See how much of MFFSX you already own
MFFSX Mutual Fund Overlap Analysis
MFFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MFFSX may share significant positions with broad-market funds.
MFFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFFSX tax-loss harvesting finds highly correlated but non-identical funds.