MFJIX Mutual Fund
MFJIX Mutual Fund
NAV$20.23
AUM$1M
TER0.57%
Holdings24
See how much of MFJIX you already own
MFJIX Mutual Fund
NAV$20.23
MFS Lifetime 2060 Fund Class I
AUM$1M
TER0.57%
Holdings24
See how much of MFJIX you already own
MFJIX Mutual Fund Overlap Analysis
MFJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJIX may share significant positions with broad-market funds.
MFJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJIX tax-loss harvesting finds highly correlated but non-identical funds.