{
  "page": "compare",
  "query": {
    "a": "LFIIX",
    "b": "MACFX"
  },
  "retrieved_at": "2026-07-07T18:31:33+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "MFS Lifetime 2055 Fund",
    "ticker": "LFIIX",
    "slug": "LFIIX",
    "series_id": "S000038776",
    "html_url": "https://fundwatcher.app/funds/LFIIX/"
  },
  "fund_b": {
    "name": "MFS Conservative Allocation Fund",
    "ticker": "MACFX",
    "slug": "MACFX",
    "series_id": "S000002510",
    "html_url": "https://fundwatcher.app/funds/MACFX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4153224141674411257885233716",
    "coverage_b_by_a": "0.4153224141674411257885233717",
    "shared_count": 15,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "51956072.12",
        "weight": "0.11449141",
        "shared": false
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "44850178.83",
        "weight": "0.09883272",
        "shared": false
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "25193250.97",
        "weight": "0.05551633",
        "shared": false
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "24915622.33",
        "weight": "0.05490455",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "23689585.98",
        "weight": "0.05220283",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "22859433.83",
        "weight": "0.05037349",
        "shared": false
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "22671749.80",
        "weight": "0.04995991",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "22671660.24",
        "weight": "0.04995971",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "22630926.79",
        "weight": "0.04986995",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "21782866.07",
        "weight": "0.04800114",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "20910939.22",
        "weight": "0.04607975",
        "shared": false
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "20825083.20",
        "weight": "0.04589056",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "18792548.14",
        "weight": "0.04141162",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "18549071.06",
        "weight": "0.04087509",
        "shared": false
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "16273830.71",
        "weight": "0.03586133",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "16113235.00",
        "weight": "0.03550744",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "11266192.92",
        "weight": "0.02482640",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "11264397.13",
        "weight": "0.02482244",
        "shared": false
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "9093567.86",
        "weight": "0.02003876",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "6693495.52",
        "weight": "0.01474992",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "5700049.73",
        "weight": "0.01256074",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "5592839.53",
        "weight": "0.01232449",
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      },
      {
        "name": "MFS Blended Research Emerging Markets Equity Fund",
        "value": "4797214.08",
        "weight": "0.01057123",
        "shared": false
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "4705075.55",
        "weight": "0.01036820",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MFS Research Bond Fund",
        "value": "557154896.06",
        "weight": "0.15006378",
        "shared": true
      },
      {
        "name": "MFS Government Securities Fund",
        "value": "372091477.17",
        "weight": "0.10021890",
        "shared": false
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "372062368.24",
        "weight": "0.10021106",
        "shared": true
      },
      {
        "name": "MFS Ltd Maturity Fund",
        "value": "371204977.87",
        "weight": "0.09998013",
        "shared": false
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "260181546.60",
        "weight": "0.07007715",
        "shared": false
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "222442605.16",
        "weight": "0.05991256",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "193910625.62",
        "weight": "0.05222778",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "192507006.70",
        "weight": "0.05184973",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "147997384.51",
        "weight": "0.03986153",
        "shared": false
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "147697970.74",
        "weight": "0.03978089",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "147024900.63",
        "weight": "0.03959960",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "139402831.53",
        "weight": "0.03754668",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "74996524.79",
        "weight": "0.02019952",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "74417994.85",
        "weight": "0.02004370",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "74189853.24",
        "weight": "0.01998225",
        "shared": false
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "74133187.51",
        "weight": "0.01996699",
        "shared": false
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "59367870.64",
        "weight": "0.01599011",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "59297501.45",
        "weight": "0.01597115",
        "shared": true
      },
      {
        "name": "MFS-INTL LCV-R6",
        "value": "59202989.71",
        "weight": "0.01594570",
        "shared": false
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "40120986.23",
        "weight": "0.01080616",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "36718546.35",
        "weight": "0.00988975",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "36663314.37",
        "weight": "0.00987488",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-032755",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032755/0001410368-26-032755-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040064",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/783740/000141036826040064/0001410368-26-040064-index.htm"
    }
  ]
}