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Fund comparison · from official SEC filings

LFEAX vs LFIAX: how much do they overlap?

MFS Lifetime 2035 Fund and MFS Lifetime 2055 Fund
Holdings overlap
64%
of assets, by weight
Shared positions
23
of 29 / 24 holdings
LFEAX expense ratio
0.77%
net, per year
LFIAX expense ratio
0.82%
net, per year
LFEAX and LFIAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFEAX
LFIAX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
6.09%
11.14%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
6.84%
10.06%
M
MRBKXMFS TOTAL RETURN BOND-R6
9.37%
2.40%
M
MIAKXMFS INFLATION ADJUST BOND-R5
7.18%
2.42%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
3.98%
5.53%
M
MEIKXMFS VALUE FUND-R6
3.91%
5.44%
M
MFEKXMFS GROWTH FUND-R6
3.67%
5.28%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
3.64%
5.22%
O
OTCKXMFS MID CAP GROWTH FUND-R6
3.41%
5.03%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.94%
5.03%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.96%
5.02%
M
MVCKXMFS MID CAP VALUE FUND-R5
3.36%
4.95%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
3.62%
4.68%
M
MFRKXMFS RESEARCH FUND-R6
3.59%
4.65%
M
MIDLXMFS INTL NEW DISCOVERY-R6
0.94%
4.04%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.01%
4.00%
M
MINJXMFS INTERNATIO INT EQU FD-R6
1.51%
3.50%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
1.50%
3.48%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
1.51%
2.57%
M
MNDKXMFS NEW DISCOVERY FUND-R5
0.74%
1.27%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
0.74%
1.25%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.00%
1.03%
?
—MFS Institutional Money Market Portfolio
0.98%
0.97%
Only in LFEAX
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.74%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
5.08%
M
MHIKXMFS HIGH INCOME FUND-R6
3.92%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.85%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.95%
M
MQLKXMFS LIMITED MATURITY-R6
0.97%
Only in LFIAX
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
Hold LFEAX and LFIAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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71% overlap
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65% 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.