LTTUX Mutual Fund

NAV$13.08

AUM$12M

TER0.45%

Holdings27

LTTUX Mutual Fund

NAV$13.08

MFS Lifetime 2025 Fund Class R4

AUM$12M

TER0.45%

Holdings27

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Holdings Overlap Analysis

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

LTTUX Mutual Fund Overlap Analysis

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

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

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