MLFCX Mutual Fund

NAV$21.66

AUM$6M

TER1.56%

Holdings29

MLFCX Mutual Fund

NAV$21.66

MFS Lifetime 2040 Fund Class C

AUM$6M

TER1.56%

Holdings29

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Holdings Overlap Analysis

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

MLFCX Mutual Fund Overlap Analysis

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

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

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