MLFBX Mutual Fund

NAV$22.60

AUM$385,279.32

TER1.56%

Holdings29

MLFBX Mutual Fund

NAV$22.60

MFS Lifetime 2040 Fund Class B

AUM$385,279.32

TER1.56%

Holdings29

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Holdings Overlap Analysis

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

MLFBX Mutual Fund Overlap Analysis

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

MLFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, MLFBX may share significant positions with broad-market funds.

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