MFJEX Mutual Fund
MFJEX Mutual Fund
NAV$20.23
AUM$136,809.37
TER1.57%
Holdings24
See how much of MFJEX you already own
MFJEX Mutual Fund
NAV$20.23
MFS Lifetime 2060 Fund Class R1
AUM$136,809.37
TER1.57%
Holdings24
See how much of MFJEX you already own
MFJEX Mutual Fund Overlap Analysis
MFJEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJEX may share significant positions with broad-market funds.
MFJEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJEX tax-loss harvesting finds highly correlated but non-identical funds.