LTMTX Mutual Fund

NAV$22.77

AUM$137M

TER0.81%

Holdings28

LTMTX Mutual Fund

NAV$22.77

MFS Lifetime 2045 Fund Class R3

AUM$137M

TER0.81%

Holdings28

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Holdings Overlap Analysis

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

LTMTX Mutual Fund Overlap Analysis

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

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

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