MFFSX Mutual Fund

NAV$27.89

AUM$48M

TER0.82%

Holdings28

MFFSX Mutual Fund

NAV$27.89

MFS Lifetime 2050 Fund Class A

AUM$48M

TER0.82%

Holdings28

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Holdings Overlap Analysis

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

MFFSX Mutual Fund Overlap Analysis

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

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

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