Fund comparison · from official SEC filings
AGGPX vs LFIAX: how much do they overlap?
MFS Aggressive Growth Allocation Fund and MFS Lifetime 2055 Fund
vs
AGGPX and LFIAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AGGPX
LFIAX
M
MEIKXMFS VALUE FUND-R6
11.75%
5.44%
M
MFEKXMFS GROWTH FUND-R6
11.40%
5.28%
M
MFRKXMFS RESEARCH FUND-R6
10.38%
4.65%
M
MVCKXMFS MID CAP VALUE FUND-R5
10.00%
4.95%
O
OTCKXMFS MID CAP GROWTH FUND-R6
9.92%
5.03%
M
MRSKXMFS RESEARCH INTERNAT-R6
8.16%
4.00%
M
MINJXMFS INTERNATIO INT EQU FD-R6
5.07%
3.50%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
5.04%
3.48%
M
MCSRXMFS COMMODITY STRATEGY-R5
4.92%
5.03%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.97%
5.02%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.10%
4.04%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
3.16%
1.03%
M
MNDKXMFS NEW DISCOVERY FUND-R5
2.55%
1.27%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
2.48%
1.25%
?
—MFS Institutional Money Market Portfolio
0.97%
0.97%
Only in AGGPX
M
MKVHXMFS INTL LRG CAP VAL-R6
5.12%
Only in LFIAX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
11.14%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
10.06%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.53%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.22%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.68%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.57%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.