MLLIX Mutual Fund

NAV$12.40

AUM$47M

TER0.44%

Holdings27

MLLIX Mutual Fund

NAV$12.40

MFS Lifetime Income Fund Class I

AUM$47M

TER0.44%

Holdings27

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Holdings Overlap Analysis

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

MLLIX Mutual Fund Overlap Analysis

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

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

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