MLTAX Mutual Fund

NAV$16.44

AUM$95M

TER0.73%

Holdings27

MLTAX Mutual Fund

NAV$16.44

MFS Lifetime 2030 Fund Class A

AUM$95M

TER0.73%

Holdings27

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Holdings Overlap Analysis

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

MLTAX Mutual Fund Overlap Analysis

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

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

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