{
  "page": "compare",
  "query": {
    "a": "LTMLX",
    "b": "MLLAX"
  },
  "retrieved_at": "2026-07-07T19:45:31+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 2045 Fund",
    "ticker": "LTMLX",
    "slug": "LTMLX",
    "series_id": "S000038775",
    "html_url": "https://fundwatcher.app/funds/LTMLX/"
  },
  "fund_b": {
    "name": "MFS Lifetime Income Fund",
    "ticker": "MLLAX",
    "slug": "MLLAX",
    "series_id": "S000002501",
    "html_url": "https://fundwatcher.app/funds/MLLAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4098453561667322598050428405",
    "coverage_b_by_a": "0.4098453561667322598050428404",
    "shared_count": 25,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "57800300.37",
        "weight": "0.10117773",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "53597879.07",
        "weight": "0.09382152",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "30245261.45",
        "weight": "0.05294344",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "29984741.20",
        "weight": "0.05248741",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "27214143.03",
        "weight": "0.04763756",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "27065608.27",
        "weight": "0.04737755",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "27049266.67",
        "weight": "0.04734895",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "26486688.68",
        "weight": "0.04636417",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "26370574.50",
        "weight": "0.04616092",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "26299067.39",
        "weight": "0.04603575",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "26140786.27",
        "weight": "0.04575868",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "25583547.60",
        "weight": "0.04478325",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "22275362.36",
        "weight": "0.03899237",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "21638739.30",
        "weight": "0.03787798",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "17487139.43",
        "weight": "0.03061073",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "17326242.47",
        "weight": "0.03032908",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "17273978.07",
        "weight": "0.03023759",
        "shared": false
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "13034067.81",
        "weight": "0.02281575",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "12646452.30",
        "weight": "0.02213724",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "11903989.89",
        "weight": "0.02083759",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "8970610.54",
        "weight": "0.01570279",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "8946473.01",
        "weight": "0.01566054",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "8440631.64",
        "weight": "0.01477508",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "6383384.15",
        "weight": "0.01117393",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "6272319.46",
        "weight": "0.01097951",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "6022390.22",
        "weight": "0.01054202",
        "shared": true
      },
      {
        "name": "MFS Blended Research Emerging Markets Equity Fund",
        "value": "4446772.97",
        "weight": "0.00778395",
        "shared": false
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "4368499.57",
        "weight": "0.00764693",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MFS Ltd Maturity Fund",
        "value": "104318268.70",
        "weight": "0.20051075",
        "shared": false
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "101535334.11",
        "weight": "0.19516166",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "52277220.37",
        "weight": "0.10048235",
        "shared": true
      },
      {
        "name": "MFS Government Securities Fund",
        "value": "52132085.03",
        "weight": "0.10020338",
        "shared": false
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "36496832.55",
        "weight": "0.07015077",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "15345141.26",
        "weight": "0.02949499",
        "shared": true
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "14425458.12",
        "weight": "0.02772726",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "10486079.16",
        "weight": "0.02015535",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "10438662.70",
        "weight": "0.02006421",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "10436800.46",
        "weight": "0.02006063",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "10390745.14",
        "weight": "0.01997211",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "10382486.64",
        "weight": "0.01995624",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "8644507.71",
        "weight": "0.01661566",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "8512823.12",
        "weight": "0.01636255",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "8487552.33",
        "weight": "0.01631397",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "8431339.92",
        "weight": "0.01620593",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "8365517.82",
        "weight": "0.01607941",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "7751678.42",
        "weight": "0.01489955",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "7613448.96",
        "weight": "0.01463385",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "7561004.03",
        "weight": "0.01453305",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "5222196.41",
        "weight": "0.01003761",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "5221490.28",
        "weight": "0.01003626",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "5043567.93",
        "weight": "0.00969427",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "2853190.81",
        "weight": "0.00548413",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "2840197.42",
        "weight": "0.00545916",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "2547053.44",
        "weight": "0.00489571",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "2502036.57",
        "weight": "0.00480918",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-032765",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032765/0001410368-26-032765-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-032768",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032768/0001410368-26-032768-index.htm"
    }
  ]
}