Fund comparison · from official SEC filings
LTMAX vs LTTAX: how much do they overlap?
MFS Lifetime 2045 Fund and MFS Lifetime 2025 Fund
vs
Shared holdings
Company
LTMAX
LTTAX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.64%
19.95%
M
MIAKXMFS INFLATION ADJUST BOND-R5
3.73%
9.99%
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
9.80%
2.78%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
9.54%
3.04%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
1.58%
6.99%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.26%
2.03%
M
MEIKXMFS VALUE FUND-R6
5.16%
2.02%
M
MFEKXMFS GROWTH FUND-R6
5.05%
1.62%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
4.99%
1.61%
O
OTCKXMFS MID CAP GROWTH FUND-R6
4.77%
1.52%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.71%
1.63%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.69%
1.51%
M
MFRKXMFS RESEARCH FUND-R6
4.68%
1.63%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.50%
2.03%
M
MCSRXMFS COMMODITY STRATEGY-R5
4.44%
2.01%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.76%
1.66%
M
MINJXMFS INTERNATIO INT EQU FD-R6
2.97%
0.55%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
2.95%
0.55%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.31%
1.01%
M
MHIKXMFS HIGH INCOME FUND-R6
2.12%
1.99%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.60%
1.00%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.13%
0.50%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.12%
0.50%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.06%
0.99%
?
—MFS Institutional Money Market Portfolio
0.96%
0.96%
Only in LTMAX
M
MIDLXMFS INTL NEW DISCOVERY-R6
2.95%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
0.77%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.75%
Only in LTTAX
M
MQLKXMFS LIMITED MATURITY-R6
19.94%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.98%
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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.