MLTKX Mutual Fund

NAV$16.63

AUM$327M

TER0.34%

Holdings27

MLTKX Mutual Fund

NAV$16.63

MFS Lifetime 2030 Fund Class R6

AUM$327M

TER0.34%

Holdings27

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

MLTKX Mutual Fund Overlap Analysis

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

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

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