Fund comparison · from official SEC filings
LTMAX vs MDIDX: how much do they overlap?
MFS Lifetime 2045 Fund and MFS International Diversification Fund
vs
Shared holdings
Company
LTMAX
MDIDX
M
MRSKXMFS RESEARCH INTERNAT-R6
3.76%
27.38%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
0.75%
17.56%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
2.95%
15.01%
M
MINJXMFS INTERNATIO INT EQU FD-R6
2.97%
14.98%
M
MIDLXMFS INTL NEW DISCOVERY-R6
2.95%
9.97%
?
—MFS Institutional Money Market Portfolio
0.96%
0.17%
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%
M
MEIKXMFS VALUE FUND-R6
5.16%
M
MFEKXMFS GROWTH FUND-R6
5.05%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
4.99%
O
OTCKXMFS MID CAP GROWTH FUND-R6
4.77%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
4.71%
M
MVCKXMFS MID CAP VALUE FUND-R5
4.69%
M
MFRKXMFS RESEARCH FUND-R6
4.68%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
4.50%
M
MCSRXMFS COMMODITY STRATEGY-R5
4.44%
M
MIAKXMFS INFLATION ADJUST BOND-R5
3.73%
M
MRBKXMFS TOTAL RETURN BOND-R6
2.64%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
2.31%
M
MHIKXMFS HIGH INCOME FUND-R6
2.12%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.60%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
1.58%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.13%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.12%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.06%
B
BRKVXMFS BLENDED RSRCH EM EQ-R5
0.77%
Only in MDIDX
M
MKVHXMFS INTL LRG CAP VAL-R6
14.94%
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92% overlap
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LTMAX vs LFEAXMFS Lifetime 2035 Fund
72% overlap
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61% overlap
LTMAX vs MAMAXMFS Moderate Allocation Fund
56% overlap
LTMAX vs AGGPXMFS Aggressive Growth Allocation Fund
50% 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.
Informational and educational only — not investment advice.