Fund comparison · from official SEC filings

LFEAX vs MACBX: how much do they overlap?

Name: LFEAX vs MACBX holdings overlap
Creator: Unwrap.Fund

MFS Lifetime 2035 Fund and MFS Conservative Allocation Fund

Fund A

Fund B

Holdings overlap

71%

of assets, by weight

Shared positions

of 29 / 22 holdings

LFEAX expense ratio

0.77%

net, per year

MACBX expense ratio

1.58%

net, per year

LFEAX and MACBX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

LFEAX

MACBX

MRBKXMFS TOTAL RETURN BOND-R6

9.37%

14.94%

MIAKXMFS INFLATION ADJUST BOND-R5

7.18%

10.01%

MQLKXMFS LIMITED MATURITY-R6

0.97%

9.95%

MFGKXMFS GOVT SECURITIES FUND-R6

9.74%

9.92%

MGBOXMFS GLOBAL OPP BOND FUND-I

5.08%

7.01%

MEIKXMFS VALUE FUND-R6

3.91%

5.97%

MFEKXMFS GROWTH FUND-R6

3.67%

5.31%

MFRKXMFS RESEARCH FUND-R6

3.59%

5.30%

OTCKXMFS MID CAP GROWTH FUND-R6

3.41%

4.08%

MVCKXMFS MID CAP VALUE FUND-R5

3.36%

4.02%

MHIKXMFS HIGH INCOME FUND-R6

3.92%

3.99%

MRSKXMFS RESEARCH INTERNAT-R6

3.01%

3.76%

MGLRXMFS GLOBAL REAL ESTATE-R5

2.96%

1.99%

MCSRXMFS COMMODITY STRATEGY-R5

2.94%

1.94%

MEDHXMFS EMERG MRKTS DEBT-R6

2.85%

2.01%

EMLNXMFS EMRG MRKTS DBT LCL-R6

1.95%

2.00%

MGRDXMFS INTERNATIONAL GROWTH-R6

1.50%

1.61%

MINJXMFS INTERNATIO INT EQU FD-R6

1.51%

1.60%

MNDKXMFS NEW DISCOVERY FUND-R5

0.74%

1.02%

NDVVXMFS NEW DISCOVERY VALUE-R6

0.74%

1.00%

—MFS Institutional Money Market Portfolio

0.98%

0.97%

Only in LFEAX

BMSYXMFS BLND RESRCH M/C EQ-R6

6.84%

BRXVXMFS BLENDED RSRCH INTL EQ-R6

6.09%

BRUNXMFS BLENDED RSRCH VAL EQ-R5

3.98%

BRWVXMFS BLENDED RSRCH GR EQ-R5

3.64%

MUEVXMFS BLEND RSRCH COR EQ-R5

3.62%

BRSYXMFS BLEND RSRCH S/C EQ-R5

1.51%

MIDLXMFS INTL NEW DISCOVERY-R6

0.94%

MEMJXMFS EMERGING MKTS EQUITY-R5

0.00%

Only in MACBX

MKVHXMFS INTL LRG CAP VAL-R6

1.60%

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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.