MLTHX Mutual Fund

NAV$16.39

AUM$156M

TER0.73%

Holdings27

MLTHX Mutual Fund

NAV$16.39

MFS Lifetime 2030 Fund Class R3

AUM$156M

TER0.73%

Holdings27

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MLTHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MLTHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MLTHX Mutual Fund Overlap Analysis

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

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

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