MLFGX Mutual Fund
MLFGX Mutual Fund
NAV$22.72
AUM$46M
TER1.06%
Holdings29
See how much of MLFGX you already own
MLFGX Mutual Fund
NAV$22.72
MFS Lifetime 2040 Fund Class R2
AUM$46M
TER1.06%
Holdings29
See how much of MLFGX you already own
MLFGX Mutual Fund Overlap Analysis
MLFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, MLFGX may share significant positions with broad-market funds.
MLFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLFGX tax-loss harvesting finds highly correlated but non-identical funds.