Fund comparison · from official SEC filings

LFIAX vs LTTAX: how much do they overlap?

MFS Lifetime 2055 Fund and MFS Lifetime 2025 Fund
Holdings overlap
34%
of assets, by weight
Shared positions
21
of 24 / 27 holdings
LFIAX expense ratio
0.82%
net, per year
LTTAX expense ratio
0.70%
net, per year
Shared holdings
Company
LFIAX
LTTAX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
19.95%
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
11.14%
2.78%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
10.06%
3.04%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
9.99%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.53%
2.03%
M
MEIKXMFS VALUE FUND-R6
5.44%
2.02%
M
MFEKXMFS GROWTH FUND-R6
5.28%
1.62%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.22%
1.61%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.03%
1.52%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.03%
2.01%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
5.02%
2.03%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.95%
1.51%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.68%
1.63%
M
MFRKXMFS RESEARCH FUND-R6
4.65%
1.63%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.00%
1.66%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.50%
0.55%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.48%
0.55%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.57%
1.01%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.27%
0.50%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.25%
0.50%
?
MFS Institutional Money Market Portfolio
0.97%
0.96%
Only in LFIAX
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.03%
Only in LTTAX
M
MQLKXMFS LIMITED MATURITY-R6
19.94%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.98%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
6.99%
M
MHIKXMFS HIGH INCOME FUND-R6
1.99%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.00%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
0.99%
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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.
LFIAX vs LTTAX: 34% holdings overlap — Unwrap.Fund