MFFKX Mutual Fund

NAV$27.53

AUM$358M

TER0.43%

Holdings28

MFFKX Mutual Fund

NAV$27.53

MFS Lifetime 2050 Fund Class R6

AUM$358M

TER0.43%

Holdings28

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Holdings Overlap Analysis

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

MFFKX Mutual Fund Overlap Analysis

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

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

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