LTTRX Mutual Fund

NAV$12.99

AUM$51,914.88

TER1.45%

Holdings27

LTTRX Mutual Fund

NAV$12.99

MFS Lifetime 2025 Fund Class R1

AUM$51,914.88

TER1.45%

Holdings27

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Holdings Overlap Analysis

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

LTTRX Mutual Fund Overlap Analysis

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

LTTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, LTTRX may share significant positions with broad-market funds.

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