Fund comparison · from official SEC filings

LFTFX vs MACBX: how much do they overlap?

MFS Lifetime 2065 Fund and MFS Conservative Allocation Fund
Holdings overlap
42%
of assets, by weight
Shared positions
15
of 24 / 22 holdings
LFTFX expense ratio
0.82%
net, per year
MACBX expense ratio
1.58%
net, per year
Shared holdings
Company
LFTFX
MACBX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.46%
14.94%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.47%
10.01%
M
MEIKXMFS VALUE FUND-R6
5.49%
5.97%
M
MFEKXMFS GROWTH FUND-R6
5.24%
5.31%
M
MFRKXMFS RESEARCH FUND-R6
4.59%
5.30%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.10%
1.94%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.02%
4.08%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.99%
1.99%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.97%
4.02%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.04%
3.76%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.51%
1.60%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.50%
1.61%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.26%
1.02%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.24%
1.00%
?
MFS Institutional Money Market Portfolio
1.00%
0.97%
Only in LFTFX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
11.14%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
10.02%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.52%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.18%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.61%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.54%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.04%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.02%
Only in MACBX
M
MQLKXMFS LIMITED MATURITY-R6
9.95%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.92%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
7.01%
M
MHIKXMFS HIGH INCOME FUND-R6
3.99%
M
MEDHXMFS EMERG MRKTS DEBT-R6
2.01%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
2.00%
M
MKVHXMFS INTL LRG CAP VAL-R6
1.60%
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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.