Fund comparison · from official SEC filings
LFTFX vs MAMAX: how much do they overlap?
MFS Lifetime 2065 Fund and MFS Moderate Allocation Fund
vs
LFTFX and MAMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LFTFX
MAMAX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.46%
8.64%
M
MEIKXMFS VALUE FUND-R6
5.49%
7.98%
M
MFEKXMFS GROWTH FUND-R6
5.24%
7.40%
M
MFRKXMFS RESEARCH FUND-R6
4.59%
7.39%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.97%
7.08%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.02%
7.08%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.47%
6.97%
M
MRSKXMFS RESEARCH INTERNAT-R6
4.04%
5.25%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.10%
2.96%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.99%
3.01%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
1.06%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.51%
2.11%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.50%
2.11%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.26%
1.54%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.24%
1.50%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.02%
1.08%
?
—MFS Institutional Money Market Portfolio
1.00%
1.00%
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 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%
Hold LFTFX and MAMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.