MLTBX Mutual Fund

NAV$16.48

AUM$474,510.12

TER1.48%

Holdings27

MLTBX Mutual Fund

NAV$16.48

MFS Lifetime 2030 Fund Class B

AUM$474,510.12

TER1.48%

Holdings27

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Holdings Overlap Analysis

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

MLTBX Mutual Fund Overlap Analysis

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

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

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