MLTJX Mutual Fund
MLTJX Mutual Fund
NAV$16.93
AUM$29M
TER0.48%
Holdings27
See how much of MLTJX you already own
MLTJX Mutual Fund
NAV$16.93
MFS Lifetime 2030 Fund Class R4
AUM$29M
TER0.48%
Holdings27
See how much of MLTJX you already own
MLTJX Mutual Fund Overlap Analysis
MLTJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLTJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MLTJX may share significant positions with broad-market funds.
MLTJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLTJX tax-loss harvesting finds highly correlated but non-identical funds.