LFIKX Mutual Fund

NAV$24.56

AUM$255M

TER0.43%

Holdings24

LFIKX Mutual Fund

NAV$24.56

MFS Lifetime 2055 Fund Class R6

AUM$255M

TER0.43%

Holdings24

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Holdings Overlap Analysis

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

LFIKX Mutual Fund Overlap Analysis

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

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

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