MXLZX Mutual Fund
MXLZX Mutual Fund
NAV$14.27
TER0.84%
Holdings22
See how much of MXLZX you already own
MXLZX Mutual Fund
NAV$14.27
Empower Lifetime 2015 Fund Service Class
TER0.84%
Holdings22
See how much of MXLZX you already own
MXLZX Mutual Fund Overlap Analysis
MXLZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXLZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MXLZX may share significant positions with broad-market funds.
MXLZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXLZX tax-loss harvesting finds highly correlated but non-identical funds.