MFFNX Mutual Fund

NAV$27.57

AUM$16M

TER1.07%

Holdings28

MFFNX Mutual Fund

NAV$27.57

MFS Lifetime 2050 Fund Class R2

AUM$16M

TER1.07%

Holdings28

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Holdings Overlap Analysis

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

MFFNX Mutual Fund Overlap Analysis

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

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

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