MLFHX Mutual Fund

NAV$22.50

AUM$182M

TER0.81%

Holdings29

MLFHX Mutual Fund

NAV$22.50

MFS Lifetime 2040 Fund Class R3

AUM$182M

TER0.81%

Holdings29

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Holdings Overlap Analysis

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

MLFHX Mutual Fund Overlap Analysis

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

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

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