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Fund comparison · from official SEC filings

LFTFX vs MAGEX: how much do they overlap?

MFS Lifetime 2065 Fund and MFS Growth Allocation Fund
Holdings overlap
55%
of assets, by weight
Shared positions
17
of 24 / 22 holdings
LFTFX expense ratio
0.82%
net, per year
MAGEX expense ratio
0.94%
net, per year
LFTFX and MAGEX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFTFX
MAGEX
M
MEIKXMFS VALUE FUND-R6
5.49%
9.94%
M
MFRKXMFS RESEARCH FUND-R6
4.59%
9.44%
M
MFEKXMFS GROWTH FUND-R6
5.24%
9.42%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.97%
9.09%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.02%
8.92%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.04%
7.26%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.10%
3.98%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.99%
4.01%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.47%
4.92%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
2.08%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.51%
3.11%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.50%
3.10%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.46%
2.50%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.02%
2.15%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.26%
2.06%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.24%
2.00%
?
—MFS Institutional Money Market Portfolio
1.00%
1.03%
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%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.54%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.04%
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 LFTFX and MAGEX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Other comparisons you might like
LFTFX vs LFIAXMFS Lifetime 2055 Fund
100% overlap
LFTFX vs LTMAXMFS Lifetime 2045 Fund
92% overlap
MAGEX vs AGGPXMFS Aggressive Growth Allocation Fund
81% overlap
MAGEX vs MAMAXMFS Moderate Allocation Fund
80% overlap
LFTFX 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.