LTMDX Mutual Fund

NAV$22.35

AUM$3M

TER1.56%

Holdings28

LTMDX Mutual Fund

NAV$22.35

MFS Lifetime 2045 Fund Class C

AUM$3M

TER1.56%

Holdings28

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Holdings Overlap Analysis

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

LTMDX Mutual Fund Overlap Analysis

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

LTMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LTMDX may share significant positions with broad-market funds.

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