Fund comparison · from official SEC filings
LFIAX vs MAMAX: how much do they overlap?
MFS Lifetime 2055 Fund and MFS Moderate Allocation Fund
vs
Shared holdings
Company
LFIAX
MAMAX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
8.64%
M
MEIKXMFS VALUE FUND-R6
5.44%
7.98%
M
MFEKXMFS GROWTH FUND-R6
5.28%
7.40%
M
MFRKXMFS RESEARCH FUND-R6
4.65%
7.39%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.95%
7.08%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.03%
7.08%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
6.97%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.00%
5.25%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.03%
2.96%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
5.02%
3.01%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
1.06%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.50%
2.11%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.48%
2.11%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.27%
1.54%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.25%
1.50%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.03%
1.08%
?
—MFS Institutional Money Market Portfolio
0.97%
1.00%
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 MAMAX
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.78%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
4.97%
M
MHIKXMFS HIGH INCOME FUND-R6
3.98%
M
MEDHXMFS EMERG MRKTS DEBT-R6
3.01%
M
MKVHXMFS INTL LRG CAP VAL-R6
2.11%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.99%
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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.
Informational and educational only — not investment advice.