MFFIX Mutual Fund
NAV$27.94
AUM$10M
TER0.57%
Holdings28
MFFIX Mutual Fund
NAV$27.94
MFS Lifetime 2050 Fund Class I
AUM$10M
TER0.57%
Holdings28
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MFFIX Mutual Fund Overlap Analysis
MFFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MFFIX may share significant positions with broad-market funds.
MFFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFFIX tax-loss harvesting finds highly correlated but non-identical funds.