MFJTX Mutual Fund

NAV$19.65

AUM$75M

TER0.82%

Holdings24

MFJTX Mutual Fund

NAV$19.65

MFS Lifetime 2060 Fund Class R3

AUM$75M

TER0.82%

Holdings24

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Holdings Overlap Analysis

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

MFJTX Mutual Fund Overlap Analysis

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

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

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