MLTCX Mutual Fund

NAV$16.05

AUM$6M

TER1.48%

Holdings27

MLTCX Mutual Fund

NAV$16.05

MFS Lifetime 2030 Fund Class C

AUM$6M

TER1.48%

Holdings27

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Holdings Overlap Analysis

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

MLTCX Mutual Fund Overlap Analysis

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

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

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