{
  "page": "compare",
  "query": {
    "a": "MAALX",
    "b": "MLLAX"
  },
  "retrieved_at": "2026-07-07T19:07:13+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 Aggressive Growth Allocation Fund",
    "ticker": "MAALX",
    "slug": "MAALX",
    "series_id": "S000002506",
    "html_url": "https://fundwatcher.app/funds/MAALX/"
  },
  "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": "0.1691781222381188660489341662",
    "coverage_b_by_a": "0.1691781222381188660489341663",
    "shared_count": 13,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MFS-VALUE-R6",
        "value": "374019712.42",
        "weight": "0.12178280",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "318861890.74",
        "weight": "0.10382312",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "313298664.43",
        "weight": "0.10201171",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "306525035.78",
        "weight": "0.09980618",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "290814630.97",
        "weight": "0.09469079",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "260294360.67",
        "weight": "0.08475323",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "161696362.22",
        "weight": "0.05264919",
        "shared": true
      },
      {
        "name": "MFS-INTL LCV-R6",
        "value": "160496205.02",
        "weight": "0.05225842",
        "shared": false
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "159383928.02",
        "weight": "0.05189625",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "158544666.16",
        "weight": "0.05162298",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "157948757.46",
        "weight": "0.05142895",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "129268011.59",
        "weight": "0.04209035",
        "shared": false
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "96941340.66",
        "weight": "0.03156462",
        "shared": false
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "77292446.96",
        "weight": "0.02516683",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "75411464.81",
        "weight": "0.02455437",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "30405533.83",
        "weight": "0.00990020",
        "shared": true
      }
    ],
    "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": false
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "52277220.37",
        "weight": "0.10048235",
        "shared": false
      },
      {
        "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": false
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "15345141.26",
        "weight": "0.02949499",
        "shared": false
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "14425458.12",
        "weight": "0.02772726",
        "shared": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "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": false
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "5221490.28",
        "weight": "0.01003626",
        "shared": false
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "5043567.93",
        "weight": "0.00969427",
        "shared": false
      },
      {
        "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": "0001410368-26-040075",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/783740/000141036826040075/0001410368-26-040075-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"
    }
  ]
}