Fund comparison · from official SEC filings
LFEAX vs LTTAX: how much do they overlap?
MFS Lifetime 2035 Fund and MFS Lifetime 2025 Fund
vs
LFEAX and LTTAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFEAX
LTTAX
M
MRBKXMFS TOTAL RETURN BOND-R6
9.37%
19.95%
M
MQLKXMFS LIMITED MATURITY-R6
0.97%
19.94%
M
MIAKXMFS INFLATION ADJUST BOND-R5
7.18%
9.99%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.74%
9.98%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
5.08%
6.99%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
6.84%
3.04%
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
6.09%
2.78%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
3.98%
2.03%
M
MHIKXMFS HIGH INCOME FUND-R6
3.92%
1.99%
M
MEIKXMFS VALUE FUND-R6
3.91%
2.02%
M
MFEKXMFS GROWTH FUND-R6
3.67%
1.62%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
3.64%
1.61%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
3.62%
1.63%
M
MFRKXMFS RESEARCH FUND-R6
3.59%
1.63%
O
OTCKXMFS MID CAP GROWTH FUND-R6
3.41%
1.52%
M
MVCKXMFS MID CAP VALUE FUND-R5
3.36%
1.51%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.01%
1.66%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.96%
2.03%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.94%
2.01%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.85%
1.00%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.95%
0.99%
M
MINJXMFS INTERNATIO INT EQU FD-R6
1.51%
0.55%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
1.51%
1.01%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
1.50%
0.55%
?
—MFS Institutional Money Market Portfolio
0.98%
0.96%
Only in LFEAX
M
MIDLXMFS INTL NEW DISCOVERY-R6
0.94%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.00%
Only in LTTAX
Nothing exclusive.
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Unwrap your portfolio →Other comparisons you might like
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LFEAX vs LFTFXMFS Lifetime 2065 Fund
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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.