Fund comparison · from official SEC filings
LFEAX vs MAMAX: how much do they overlap?
MFS Lifetime 2035 Fund and MFS Moderate Allocation Fund
vs
LFEAX and MAMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFEAX
MAMAX
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.74%
9.78%
M
MRBKXMFS TOTAL RETURN BOND-R6
9.37%
8.64%
M
MEIKXMFS VALUE FUND-R6
3.91%
7.98%
M
MFEKXMFS GROWTH FUND-R6
3.67%
7.40%
M
MFRKXMFS RESEARCH FUND-R6
3.59%
7.39%
M
MIAKXMFS INFLATION ADJUST BOND-R5
7.18%
6.97%
M
MVCKXMFS MID CAP VALUE FUND-R5
3.36%
7.08%
O
OTCKXMFS MID CAP GROWTH FUND-R6
3.41%
7.08%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.01%
5.25%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
5.08%
4.97%
M
MHIKXMFS HIGH INCOME FUND-R6
3.92%
3.98%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.96%
3.01%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.85%
3.01%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.94%
2.96%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
1.50%
2.11%
M
MINJXMFS INTERNATIO INT EQU FD-R6
1.51%
2.11%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.95%
1.99%
M
MNDKXMFS NEW DISCOVERY FUND-R5
0.74%
1.54%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
0.74%
1.50%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.00%
1.08%
M
MIDLXMFS INTL NEW DISCOVERY-R6
0.94%
1.06%
?
—MFS Institutional Money Market Portfolio
0.98%
1.00%
Only in LFEAX
B
BMSYXMFS BLND RESRCH M/C EQ-R6
6.84%
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
6.09%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
3.98%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
3.64%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
3.62%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
1.51%
M
MQLKXMFS LIMITED MATURITY-R6
0.97%
Only in MAMAX
M
MKVHXMFS INTL LRG CAP VAL-R6
2.11%
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Unwrap your portfolio →Other comparisons you might like
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80% overlap
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79% overlap
LFEAX vs LTMAXMFS Lifetime 2045 Fund
72% overlap
LFEAX vs MACBXMFS Conservative Allocation Fund
71% overlap
LFEAX vs LTTAXMFS Lifetime 2025 Fund
65% overlap
LFEAX vs LFTFXMFS Lifetime 2065 Fund
64% 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.