Fund comparison · from official SEC filings
LTTAX vs MAMAX: how much do they overlap?
MFS Lifetime 2025 Fund and MFS Moderate Allocation Fund
vs
LTTAX and MAMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LTTAX
MAMAX
M
MRBKXMFS TOTAL RETURN BOND-R6
19.95%
8.64%
M
MIAKXMFS INFLATION ADJUST BOND-R5
9.99%
6.97%
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.98%
9.78%
M
MEIKXMFS VALUE FUND-R6
2.02%
7.98%
M
MFEKXMFS GROWTH FUND-R6
1.62%
7.40%
M
MFRKXMFS RESEARCH FUND-R6
1.63%
7.39%
M
MVCKXMFS MID CAP VALUE FUND-R5
1.51%
7.08%
O
OTCKXMFS MID CAP GROWTH FUND-R6
1.52%
7.08%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
6.99%
4.97%
M
MRSKXMFS RESEARCH INTERNAT-R6
1.66%
5.25%
M
MHIKXMFS HIGH INCOME FUND-R6
1.99%
3.98%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
2.03%
3.01%
M
MEDHXMFS EMERG MRKTS DEBT-R6
1.00%
3.01%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.01%
2.96%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
0.55%
2.11%
M
MINJXMFS INTERNATIO INT EQU FD-R6
0.55%
2.11%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
0.99%
1.99%
M
MNDKXMFS NEW DISCOVERY FUND-R5
0.50%
1.54%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
0.50%
1.50%
?
—MFS Institutional Money Market Portfolio
0.96%
1.00%
Only in LTTAX
M
MQLKXMFS LIMITED MATURITY-R6
19.94%
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 MAMAX
M
MKVHXMFS INTL LRG CAP VAL-R6
2.11%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.08%
M
MIDLXMFS INTL NEW DISCOVERY-R6
1.06%
Hold LTTAX and MAMAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
MAMAX vs MAGEXMFS Growth Allocation Fund
80% overlap
MAMAX vs MACBXMFS Conservative Allocation Fund
79% overlap
LTTAX vs MACBXMFS Conservative Allocation Fund
73% overlap
MAMAX vs LFEAXMFS Lifetime 2035 Fund
72% overlap
LTTAX vs LFEAXMFS Lifetime 2035 Fund
65% overlap
MAMAX vs AGGPXMFS Aggressive Growth Allocation Fund
61% 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.