MFJAX Mutual Fund
MFJAX Mutual Fund
NAV$20.01
AUM$24M
TER0.82%
Holdings24
See how much of MFJAX you already own
MFJAX Mutual Fund
NAV$20.01
MFS Lifetime 2060 Fund Class A
AUM$24M
TER0.82%
Holdings24
See how much of MFJAX you already own
MFJAX Mutual Fund Overlap Analysis
MFJAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJAX may share significant positions with broad-market funds.
MFJAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJAX tax-loss harvesting finds highly correlated but non-identical funds.