MLLJX Mutual Fund
MLLJX Mutual Fund
NAV$12.55
AUM$24M
TER0.44%
Holdings27
See how much of MLLJX you already own
MLLJX Mutual Fund
NAV$12.55
MFS Lifetime Income Fund Class R4
AUM$24M
TER0.44%
Holdings27
See how much of MLLJX you already own
MLLJX Mutual Fund Overlap Analysis
MLLJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLLJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MLLJX may share significant positions with broad-market funds.
MLLJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLLJX tax-loss harvesting finds highly correlated but non-identical funds.