MLTGX Mutual Fund
MLTGX Mutual Fund
NAV$16.53
AUM$31M
TER0.98%
Holdings27
See how much of MLTGX you already own
MLTGX Mutual Fund
NAV$16.53
MFS Lifetime 2030 Fund Class R2
AUM$31M
TER0.98%
Holdings27
See how much of MLTGX you already own
MLTGX Mutual Fund Overlap Analysis
MLTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MLTGX may share significant positions with broad-market funds.
MLTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLTGX tax-loss harvesting finds highly correlated but non-identical funds.