MFJGX Mutual Fund
MFJGX Mutual Fund
NAV$20.09
AUM$3M
TER1.07%
Holdings24
See how much of MFJGX you already own
MFJGX Mutual Fund
NAV$20.09
MFS Lifetime 2060 Fund Class R2
AUM$3M
TER1.07%
Holdings24
See how much of MFJGX you already own
MFJGX Mutual Fund Overlap Analysis
MFJGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJGX may share significant positions with broad-market funds.
MFJGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJGX tax-loss harvesting finds highly correlated but non-identical funds.