LFEKX Mutual Fund

NAV$19.55

AUM$383M

TER0.38%

Holdings29

LFEKX Mutual Fund

NAV$19.55

MFS Lifetime 2035 Fund Class R6

AUM$383M

TER0.38%

Holdings29

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare LFEKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LFEKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LFEKX Mutual Fund Overlap Analysis

LFEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LFEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, LFEKX may share significant positions with broad-market funds.

LFEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LFEKX tax-loss harvesting finds highly correlated but non-identical funds.