Fund comparison · from official SEC filings

LFIAX vs MDIDX: how much do they overlap?

MFS Lifetime 2055 Fund and MFS International Diversification Fund
Holdings overlap
16%
of assets, by weight
Shared positions
6
of 24 / 7 holdings
LFIAX expense ratio
0.82%
net, per year
MDIDX expense ratio
1.08%
net, per year
Shared holdings
Company
LFIAX
MDIDX
M
MRSKXMFS RESEARCH INTERNAT-R6
4.00%
27.38%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.03%
17.56%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.48%
15.01%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.50%
14.98%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
9.97%
?
MFS Institutional Money Market Portfolio
0.97%
0.17%
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%
M
MEIKXMFS VALUE FUND-R6
5.44%
M
MFEKXMFS GROWTH FUND-R6
5.28%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.22%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.03%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.03%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
5.02%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.95%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.68%
M
MFRKXMFS RESEARCH FUND-R6
4.65%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.57%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.42%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.40%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.27%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.25%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.05%
Only in MDIDX
M
MKVHXMFS INTL LRG CAP VAL-R6
14.94%
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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 MDIDX: 16% holdings overlap — Unwrap.Fund