MFJUX Mutual Fund

NAV$19.82

AUM$7M

TER0.57%

Holdings24

MFJUX Mutual Fund

NAV$19.82

MFS Lifetime 2060 Fund Class R4

AUM$7M

TER0.57%

Holdings24

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Holdings Overlap Analysis

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

MFJUX Mutual Fund Overlap Analysis

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

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

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