Fund comparison · from official SEC filings
MAMAX vs MDIDX: how much do they overlap?
MFS Moderate Allocation Fund and MFS International Diversification Fund
vs
Shared holdings
Company
MAMAX
MDIDX
M
MRSKXMFS RESEARCH INTERNAT-R6
5.25%
27.38%
M
MEMJXMFS EMERGING MKTS EQUITY-R5
1.08%
17.56%
M
MGRDXMFS INTERNATIONAL GROWTH-R6
2.11%
15.01%
M
MINJXMFS INTERNATIO INT EQU FD-R6
2.11%
14.98%
M
MKVHXMFS INTL LRG CAP VAL-R6
2.11%
14.94%
M
MIDLXMFS INTL NEW DISCOVERY-R6
1.06%
9.97%
?
—MFS Institutional Money Market Portfolio
1.00%
0.17%
Only in MAMAX
M
MFGKXMFS GOVT SECURITIES FUND-R6
9.78%
M
MRBKXMFS TOTAL RETURN BOND-R6
8.64%
M
MEIKXMFS VALUE FUND-R6
7.98%
M
MFEKXMFS GROWTH FUND-R6
7.40%
M
MFRKXMFS RESEARCH FUND-R6
7.39%
M
MVCKXMFS MID CAP VALUE FUND-R5
7.08%
O
OTCKXMFS MID CAP GROWTH FUND-R6
7.08%
M
MIAKXMFS INFLATION ADJUST BOND-R5
6.97%
M
MGBOXMFS GLOBAL OPP BOND FUND-I
4.97%
M
MHIKXMFS HIGH INCOME FUND-R6
3.98%
M
MGLRXMFS GLOBAL REAL ESTATE-R5
3.01%
M
MEDHXMFS EMERG MRKTS DEBT-R6
3.01%
M
MCSRXMFS COMMODITY STRATEGY-R5
2.96%
E
EMLNXMFS EMRG MRKTS DBT LCL-R6
1.99%
M
MNDKXMFS NEW DISCOVERY FUND-R5
1.54%
N
NDVVXMFS NEW DISCOVERY VALUE-R6
1.50%
Only in MDIDX
Nothing exclusive.
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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.