MLFJX Mutual Fund
MLFJX Mutual Fund
NAV$23.29
AUM$44M
TER0.56%
Holdings29
See how much of MLFJX you already own
MLFJX Mutual Fund
NAV$23.29
MFS Lifetime 2040 Fund Class R4
AUM$44M
TER0.56%
Holdings29
See how much of MLFJX you already own
MLFJX Mutual Fund Overlap Analysis
MLFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, MLFJX may share significant positions with broad-market funds.
MLFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLFJX tax-loss harvesting finds highly correlated but non-identical funds.