MFJCX Mutual Fund
MFJCX Mutual Fund
NAV$19.79
AUM$2M
TER1.57%
Holdings24
See how much of MFJCX you already own
MFJCX Mutual Fund
NAV$19.79
MFS Lifetime 2060 Fund Class C
AUM$2M
TER1.57%
Holdings24
See how much of MFJCX you already own
MFJCX Mutual Fund Overlap Analysis
MFJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJCX may share significant positions with broad-market funds.
MFJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJCX tax-loss harvesting finds highly correlated but non-identical funds.