MFJBX Mutual Fund

NAV$19.72

AUM$159,191.2

TER1.57%

Holdings24

MFJBX Mutual Fund

NAV$19.72

MFS Lifetime 2060 Fund Class B

AUM$159,191.2

TER1.57%

Holdings24

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Holdings Overlap Analysis

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

MFJBX Mutual Fund Overlap Analysis

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

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

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