MFFRX Mutual Fund

NAV$27.20

AUM$334,418

TER1.57%

Holdings28

MFFRX Mutual Fund

NAV$27.20

MFS Lifetime 2050 Fund Class B

AUM$334,418

TER1.57%

Holdings28

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Holdings Overlap Analysis

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

MFFRX Mutual Fund Overlap Analysis

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

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

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