MFJTX Mutual Fund
MFJTX Mutual Fund
NAV$20.04
AUM$77M
TER0.82%
Holdings24
See how much of MFJTX you already own
MFJTX Mutual Fund
NAV$20.04
MFS Lifetime 2060 Fund Class R3
AUM$77M
TER0.82%
Holdings24
See how much of MFJTX you already own
MFJTX Mutual Fund Overlap Analysis
MFJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJTX may share significant positions with broad-market funds.
MFJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFJTX tax-loss harvesting finds highly correlated but non-identical funds.