LTMSX Mutual Fund

NAV$22.74

AUM$10M

TER1.06%

Holdings28

LTMSX Mutual Fund

NAV$22.74

MFS Lifetime 2045 Fund Class R2

AUM$10M

TER1.06%

Holdings28

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

LTMSX Mutual Fund Overlap Analysis

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

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

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