{
  "page": "compare",
  "query": {
    "a": "LTMUX",
    "b": "MACFX"
  },
  "retrieved_at": "2026-07-07T18:34:25+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": "LTMUX",
    "slug": "LTMUX",
    "series_id": "S000038775",
    "html_url": "https://fundwatcher.app/funds/LTMUX/"
  },
  "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": "0.4890112109132630106455849786",
    "coverage_b_by_a": "0.4890112109132630106455849786",
    "shared_count": 19,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "57800300.37",
        "weight": "0.10117773",
        "shared": false
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "53597879.07",
        "weight": "0.09382152",
        "shared": false
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "30245261.45",
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        "shared": false
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "29984741.20",
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        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "27214143.03",
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      },
      {
        "name": "MFS Mid Cap Value Fund",
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      },
      {
        "name": "MFS Growth Fund",
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        "weight": "0.04734895",
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      },
      {
        "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": false
      },
      {
        "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",
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      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "22275362.36",
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      },
      {
        "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": false
      },
      {
        "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",
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      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "6383384.15",
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      },
      {
        "name": "MFS New Discovery Fund",
        "value": "6272319.46",
        "weight": "0.01097951",
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      },
      {
        "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 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",
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        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "222442605.16",
        "weight": "0.05991256",
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      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "193910625.62",
        "weight": "0.05222778",
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      },
      {
        "name": "MFS Growth Fund",
        "value": "192507006.70",
        "weight": "0.05184973",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "147997384.51",
        "weight": "0.03986153",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "74133187.51",
        "weight": "0.01996699",
        "shared": true
      },
      {
        "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",
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        "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
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    ]
  },
  "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": "0001410368-26-040064",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/783740/000141036826040064/0001410368-26-040064-index.htm"
    }
  ]
}