Fund comparison · from official SEC filings
LTTAX vs MACBX: how much do they overlap?
MFS Lifetime 2025 Fund and MFS Conservative Allocation Fund
vs
LTTAX and MACBX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LTTAX
MACBX
M
MRBKXMFS TOTAL RETURN BOND-R6
19.95%
14.94%
M
MQLKXMFS LIMITED MATURITY-R6
19.94%
9.95%
M
MIAKXMFS INFLATION ADJUST BOND-R5
9.99%
10.01%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.98%
9.92%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
6.99%
7.01%
M
MEIKXMFS VALUE FUND-R6
2.02%
5.97%
M
MFEKXMFS GROWTH FUND-R6
1.62%
5.31%
M
MFRKXMFS RESEARCH FUND-R6
1.63%
5.30%
O
OTCKXMFS MID CAP GROWTH FUND-R6
1.52%
4.08%
M
MVCKXMFS MID CAP VALUE FUND-R5
1.51%
4.02%
M
MHIKXMFS HIGH INCOME FUND-R6
1.99%
3.99%
M
MRSKXMFS RESEARCH INTERNAT-R6
1.66%
3.76%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.03%
1.99%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.01%
1.94%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.00%
2.01%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
0.99%
2.00%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
0.55%
1.61%
M
MINJXMFS INTERNATIO INT EQU FD-R6
0.55%
1.60%
M
MNDKXMFS NEW DISCOVERY FUND-R5
0.50%
1.02%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
0.50%
1.00%
?
—MFS Institutional Money Market Portfolio
0.96%
0.97%
Only in LTTAX
B
BMSYXMFS BLND RESRCH M/C EQ-R6
3.04%
B
BRXVXMFS BLENDED RSRCH INTL EQ-R6
2.78%
B
BRUNXMFS BLENDED RSRCH VAL EQ-R5
2.03%
M
MUEVXMFS BLEND RSRCH COR EQ-R5
1.63%
B
BRWVXMFS BLENDED RSRCH GR EQ-R5
1.61%
B
BRSYXMFS BLEND RSRCH S/C EQ-R5
1.01%
Only in MACBX
M
MKVHXMFS INTL LRG CAP VAL-R6
1.60%
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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.