MFJAX Mutual Fund

NAV$19.62

AUM$23M

TER0.82%

Holdings24

MFJAX Mutual Fund

NAV$19.62

MFS Lifetime 2060 Fund Class A

AUM$23M

TER0.82%

Holdings24

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Holdings Overlap Analysis

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

MFJAX Mutual Fund Overlap Analysis

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

MFJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, MFJAX may share significant positions with broad-market funds.

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