Fund comparison · from official SEC filings
LTMAX vs MACBX: how much do they overlap?
MFS Lifetime 2045 Fund and MFS Conservative Allocation Fund
vs
Shared holdings
Company
LTMAX
MACBX
M
MRBKXMFS TOTAL RETURN BOND-R6
2.64%
14.94%
M
MIAKXMFS INFLATION ADJUST BOND-R5
3.73%
10.01%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
1.58%
7.01%
M
MEIKXMFS VALUE FUND-R6
5.16%
5.97%
M
MFEKXMFS GROWTH FUND-R6
5.05%
5.31%
M
MFRKXMFS RESEARCH FUND-R6
4.68%
5.30%
O
OTCKXMFS MID CAP GROWTH FUND-R6
4.77%
4.08%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.69%
4.02%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.50%
1.99%
M
MCSRXMFS COMMODITY STRATEGY-R5
4.44%
1.94%
M
MHIKXMFS HIGH INCOME FUND-R6
2.12%
3.99%
M
MRSKXMFS RESEARCH INTERNAT-R6
3.76%
3.76%
M
MINJXMFS INTERNATIO INT EQU FD-R6
2.97%
1.60%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
2.95%
1.61%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.60%
2.01%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.06%
2.00%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.13%
1.02%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.12%
1.00%
?
—MFS Institutional Money Market Portfolio
0.96%
0.97%
Only in LTMAX
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
9.80%
B
BMSYXMFS BLND RESRCH M/C EQ-R6
9.54%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
5.26%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
4.99%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.71%
M
MIDLXMFS INTL NEW DISCOVERY-R6
2.95%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.31%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
0.77%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.75%
Only in MACBX
M
MQLKXMFS LIMITED MATURITY-R6
9.95%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.92%
M
MKVHXMFS INTL LRG CAP VAL-R6
1.60%
Hold LTMAX and MACBX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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.