LFERX Mutual Fund

NAV$19.16

AUM$45,231.71

TER1.52%

Holdings29

LFERX Mutual Fund

NAV$19.16

MFS Lifetime 2035 Fund Class R1

AUM$45,231.71

TER1.52%

Holdings29

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

LFERX Mutual Fund Overlap Analysis

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

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

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