MLFEX Mutual Fund

NAV$21.95

AUM$2M

TER1.56%

Holdings29

MLFEX Mutual Fund

NAV$21.95

MFS Lifetime 2040 Fund Class R1

AUM$2M

TER1.56%

Holdings29

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Holdings Overlap Analysis

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

MLFEX Mutual Fund Overlap Analysis

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

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

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