Fund comparison · from official SEC filings
AGGPX vs MACBX: how much do they overlap?
MFS Aggressive Growth Allocation Fund and MFS Conservative Allocation Fund
vs
Shared holdings
Company
AGGPX
MACBX
M
MEIKXMFS VALUE FUND-R6
11.75%
5.97%
M
MFEKXMFS GROWTH FUND-R6
11.40%
5.31%
M
MFRKXMFS RESEARCH FUND-R6
10.38%
5.30%
M
MVCKXMFS MID CAP VALUE FUND-R5
10.00%
4.02%
O
OTCKXMFS MID CAP GROWTH FUND-R6
9.92%
4.08%
M
MRSKXMFS RESEARCH INTERNAT-R6
8.16%
3.76%
M
MKVHXMFS INTL LRG CAP VAL-R6
5.12%
1.60%
M
MINJXMFS INTERNATIO INT EQU FD-R6
5.07%
1.60%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
5.04%
1.61%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.97%
1.99%
M
MCSRXMFS COMMODITY STRATEGY-R5
4.92%
1.94%
M
MNDKXMFS NEW DISCOVERY FUND-R5
2.55%
1.02%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
2.48%
1.00%
?
—MFS Institutional Money Market Portfolio
0.97%
0.97%
Only in AGGPX
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.10%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
3.16%
Only in MACBX
M
MRBKXMFS TOTAL RETURN BOND-R6
14.94%
M
MIAKXMFS INFLATION ADJUST BOND-R5
10.01%
M
MQLKXMFS LIMITED MATURITY-R6
9.95%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.92%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
7.01%
M
MHIKXMFS HIGH INCOME FUND-R6
3.99%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.01%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
2.00%
Hold AGGPX and MACBX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
AGGPX vs MAGEXMFS Growth Allocation Fund
81% overlap
MACBX vs MAMAXMFS Moderate Allocation Fund
79% overlap
MACBX vs LTTAXMFS Lifetime 2025 Fund
73% overlap
MACBX vs LFEAXMFS Lifetime 2035 Fund
71% overlap
AGGPX vs MAMAXMFS Moderate Allocation Fund
61% overlap
MACBX vs MAGEXMFS Growth Allocation Fund
58% overlap
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.