LTMKX Mutual Fund

NAV$22.97

AUM$14M

TER0.56%

Holdings28

LTMKX Mutual Fund

NAV$22.97

MFS Lifetime 2045 Fund Class I

AUM$14M

TER0.56%

Holdings28

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

LTMKX Mutual Fund Overlap Analysis

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

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

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