LTTKX Mutual Fund
NAV$13.04
AUM$148M
TER0.31%
Holdings27
LTTKX Mutual Fund
NAV$13.04
MFS Lifetime 2025 Fund Class R6
AUM$148M
TER0.31%
Holdings27
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LTTKX Mutual Fund Overlap Analysis
LTTKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LTTKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, LTTKX may share significant positions with broad-market funds.
LTTKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LTTKX tax-loss harvesting finds highly correlated but non-identical funds.