LFESX Mutual Fund

NAV$19.55

AUM$10M

TER1.02%

Holdings29

LFESX Mutual Fund

NAV$19.55

MFS Lifetime 2035 Fund Class R2

AUM$10M

TER1.02%

Holdings29

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Holdings Overlap Analysis

Compare LFESX 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 LFESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LFESX Mutual Fund Overlap Analysis

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

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

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