Fund comparison · from official SEC filings
LFIAX vs MAGEX: how much do they overlap?
MFS Lifetime 2055 Fund and MFS Growth Allocation Fund
vs
LFIAX and MAGEX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFIAX
MAGEX
M
MEIKXMFS VALUE FUND-R6
5.44%
9.94%
M
MFRKXMFS RESEARCH FUND-R6
4.65%
9.44%
M
MFEKXMFS GROWTH FUND-R6
5.28%
9.42%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.95%
9.09%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.03%
8.92%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.00%
7.26%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.03%
3.98%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
5.02%
4.01%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
4.92%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
2.08%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.50%
3.11%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.48%
3.10%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
2.50%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.03%
2.15%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.27%
2.06%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.25%
2.00%
?
—MFS Institutional Money Market Portfolio
0.97%
1.03%
Only in LFIAX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
11.14%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
10.06%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.53%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.22%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.68%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.57%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
Only in MAGEX
M
MHIKXMFS HIGH INCOME FUND-R6
3.95%
M
MKVHXMFS INTL LRG CAP VAL-R6
3.13%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.99%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
2.95%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.97%
Hold LFIAX and MAGEX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
LFIAX vs LFTFXMFS Lifetime 2065 Fund
100% overlap
LFIAX vs LTMAXMFS Lifetime 2045 Fund
92% overlap
MAGEX vs AGGPXMFS Aggressive Growth Allocation Fund
81% overlap
MAGEX vs MAMAXMFS Moderate Allocation Fund
80% overlap
LFIAX vs LFEAXMFS Lifetime 2035 Fund
64% overlap
MAGEX vs LTMAXMFS Lifetime 2045 Fund
61% 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.