Fund comparison · from official SEC filings
LFIAX vs LFTFX: how much do they overlap?
MFS Lifetime 2055 Fund and MFS Lifetime 2065 Fund
vs
LFIAX and LFTFX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFIAX
LFTFX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
11.14%
11.14%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
10.06%
10.02%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.53%
5.52%
M
MEIKXMFS VALUE FUND-R6
5.44%
5.49%
M
MFEKXMFS GROWTH FUND-R6
5.28%
5.24%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.22%
5.18%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.03%
5.10%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.03%
5.02%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
5.02%
4.99%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.95%
4.97%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.68%
4.61%
M
MFRKXMFS RESEARCH FUND-R6
4.65%
4.59%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
4.04%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.00%
4.04%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.50%
3.51%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.48%
3.50%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.57%
2.54%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
2.47%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
2.46%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.27%
1.26%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.25%
1.24%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
1.04%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.03%
1.02%
?
—MFS Institutional Money Market Portfolio
0.97%
1.00%
Only in LFIAX
Nothing exclusive.
Only in LFTFX
Nothing exclusive.
Hold LFIAX and LFTFX 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.