Fund comparison · from official SEC filings

LFTFX vs MDIDX: how much do they overlap?

MFS Lifetime 2065 Fund and MFS International Diversification Fund
Holdings overlap
16%
of assets, by weight
Shared positions
6
of 24 / 7 holdings
LFTFX expense ratio
0.82%
net, per year
MDIDX expense ratio
1.08%
net, per year
Shared holdings
Company
LFTFX
MDIDX
M
MRSKXMFS RESEARCH INTERNAT-R6
4.04%
27.38%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.02%
17.56%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
3.50%
15.01%
M
MINJXMFS INTERNATIO INT EQU FD-R6
3.51%
14.98%
M
MIDLXMFS INTL NEW DISCOVERY-R6
4.04%
9.97%
?
MFS Institutional Money Market Portfolio
1.00%
0.17%
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%
M
MEIKXMFS VALUE FUND-R6
5.49%
M
MFEKXMFS GROWTH FUND-R6
5.24%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
5.18%
M
MCSRXMFS COMMODITY STRATEGY-R5
5.10%
O
OTCKXMFS MID CAP GROWTH FUND-R6
5.02%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.99%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.97%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.61%
M
MFRKXMFS RESEARCH FUND-R6
4.59%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.54%
M
MIAKXMFS INFLATION ADJUST BOND-R5
2.47%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.46%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.26%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.24%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
1.04%
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.
LFTFX vs MDIDX: 16% holdings overlap — Unwrap.Fund