MLFIX Mutual Fund

NAV$22.73

AUM$16M

TER0.56%

Holdings29

MLFIX Mutual Fund

NAV$22.73

MFS Lifetime 2040 Fund Class I

AUM$16M

TER0.56%

Holdings29

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Holdings Overlap Analysis

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

MLFIX Mutual Fund Overlap Analysis

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

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

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