Fund comparison · from official SEC filings
LFEAX vs LTMAX: how much do they overlap?
MFS Lifetime 2035 Fund and MFS Lifetime 2045 Fund
vs
LFEAX and LTMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFEAX
LTMAX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
6.09%
9.80%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
6.84%
9.54%
M
MRBKXMFS TOTAL RETURN BOND-R6
9.37%
2.64%
M
MIAKXMFS INFLATION ADJUST BOND-R5
7.18%
3.73%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
3.98%
5.26%
M
MEIKXMFS VALUE FUND-R6
3.91%
5.16%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
5.08%
1.58%
M
MFEKXMFS GROWTH FUND-R6
3.67%
5.05%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
3.64%
4.99%
O
OTCKXMFS MID CAP GROWTH FUND-R6
3.41%
4.77%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
3.62%
4.71%
M
MVCKXMFS MID CAP VALUE FUND-R5
3.36%
4.69%
M
MFRKXMFS RESEARCH FUND-R6
3.59%
4.68%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.96%
4.50%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.94%
4.44%
M
MHIKXMFS HIGH INCOME FUND-R6
3.92%
2.12%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.01%
3.76%
M
MINJXMFS INTERNATIO INT EQU FD-R6
1.51%
2.97%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
1.50%
2.95%
M
MIDLXMFS INTL NEW DISCOVERY-R6
0.94%
2.95%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.85%
1.60%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
1.51%
2.31%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.95%
1.06%
M
MNDKXMFS NEW DISCOVERY FUND-R5
0.74%
1.13%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
0.74%
1.12%
Only in LFEAX
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.74%
M
MQLKXMFS LIMITED MATURITY-R6
0.97%
Only in LTMAX
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
0.77%
Hold LFEAX and LTMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.