MLLAX Mutual Fund
MLLAX Mutual Fund
NAV$12.55
AUM$209M
TER0.69%
Holdings27
See how much of MLLAX you already own
MLLAX Mutual Fund
NAV$12.55
MFS Lifetime Income Fund Class A
AUM$209M
TER0.69%
Holdings27
See how much of MLLAX you already own
MLLAX Mutual Fund Overlap Analysis
MLLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MLLAX may share significant positions with broad-market funds.
MLLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLLAX tax-loss harvesting finds highly correlated but non-identical funds.