MLFAX Mutual Fund
MLFAX Mutual Fund
NAV$22.96
AUM$89M
TER0.81%
Holdings29
See how much of MLFAX you already own
MLFAX Mutual Fund
NAV$22.96
MFS Lifetime 2040 Fund Class A
AUM$89M
TER0.81%
Holdings29
See how much of MLFAX you already own
MLFAX Mutual Fund Overlap Analysis
MLFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, MLFAX may share significant positions with broad-market funds.
MLFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLFAX tax-loss harvesting finds highly correlated but non-identical funds.