{
  "page": "compare",
  "query": {
    "a": "LTTIX",
    "b": "MACFX"
  },
  "retrieved_at": "2026-07-07T17:22:32+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 2025 Fund",
    "ticker": "LTTIX",
    "slug": "LTTIX",
    "series_id": "S000038773",
    "html_url": "https://fundwatcher.app/funds/LTTIX/"
  },
  "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": "0.7302373547285211329660968252",
    "coverage_b_by_a": "0.7302373547285211329660968252",
    "shared_count": 21,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "MFS Ltd Maturity Fund",
        "value": "62045230.93",
        "weight": "0.20065060",
        "shared": true
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "60375919.41",
        "weight": "0.19525214",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "31051150.66",
        "weight": "0.10041758",
        "shared": true
      },
      {
        "name": "MFS Government Securities Fund",
        "value": "30994512.94",
        "weight": "0.10023442",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "21692382.88",
        "weight": "0.07015188",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "9179108.69",
        "weight": "0.02968469",
        "shared": false
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "8492023.83",
        "weight": "0.02746270",
        "shared": false
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "6229778.37",
        "weight": "0.02014673",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "6221662.50",
        "weight": "0.02012049",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "6208979.46",
        "weight": "0.02007947",
        "shared": false
      },
      {
        "name": "MFS High Income Fund",
        "value": "6184774.76",
        "weight": "0.02000119",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "6064159.89",
        "weight": "0.01961113",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "5113901.52",
        "weight": "0.01653805",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "5032078.05",
        "weight": "0.01627344",
        "shared": false
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "5022993.01",
        "weight": "0.01624406",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "4986093.99",
        "weight": "0.01612473",
        "shared": false
      },
      {
        "name": "MFS Growth Fund",
        "value": "4957764.20",
        "weight": "0.01603312",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "4637213.87",
        "weight": "0.01499647",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "4590209.62",
        "weight": "0.01484447",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "4504322.54",
        "weight": "0.01456671",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "3102358.47",
        "weight": "0.01003284",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "3085248.39",
        "weight": "0.00997751",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "3042938.07",
        "weight": "0.00984068",
        "shared": false
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "1684433.59",
        "weight": "0.00544736",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "1678305.85",
        "weight": "0.00542754",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "1534570.36",
        "weight": "0.00496271",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "1508151.04",
        "weight": "0.00487727",
        "shared": true
      }
    ],
    "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": true
      },
      {
        "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": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "260181546.60",
        "weight": "0.07007715",
        "shared": true
      },
      {
        "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": 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",
        "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": "0001410368-26-032763",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032763/0001410368-26-032763-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"
    }
  ]
}