MLLKX Mutual Fund

NAV$12.48

AUM$298M

TER0.32%

Holdings27

MLLKX Mutual Fund

NAV$12.48

MFS Lifetime Income Fund Class R6

AUM$298M

TER0.32%

Holdings27

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Holdings Overlap Analysis

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

MLLKX Mutual Fund Overlap Analysis

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

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

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