LFIAX Mutual Fund

NAV$24.25

AUM$30M

TER0.82%

Holdings24

LFIAX Mutual Fund

NAV$24.25

MFS Lifetime 2055 Fund Class A

AUM$30M

TER0.82%

Holdings24

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

LFIAX Mutual Fund Overlap Analysis

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

LFIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, LFIAX may share significant positions with broad-market funds.

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