MLLEX Mutual Fund

NAV$12.41

AUM$3M

TER1.44%

Holdings27

MLLEX Mutual Fund

NAV$12.41

MFS Lifetime Income Fund Class R1

AUM$3M

TER1.44%

Holdings27

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Holdings Overlap Analysis

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

MLLEX Mutual Fund Overlap Analysis

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

MLLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MLLEX may share significant positions with broad-market funds.

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