{ "page": "compare", "query": { "a": "MFJBX", "b": "PFSMX" }, "retrieved_at": "2026-07-07T16:50:04+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 2060 Fund", "ticker": "MFJBX", "slug": "MFJBX", "series_id": "S000055287", "html_url": "https://fundwatcher.app/funds/MFJBX/" }, "fund_b": { "name": "PFG MFS Aggressive Growth Strategy Fund", "ticker": "PFSMX", "slug": "PFSMX", "series_id": "S000058606", "html_url": "https://fundwatcher.app/funds/PFSMX/" }, "overlap": { "coverage_a_by_b": "0.3965452949636915161890877216", "coverage_b_by_a": "0.3965452949636915161890877216", "shared_count": 9, "as_of": { "a": "2026-01-31", "b": "2026-01-31" }, "a_top": [ { "name": "MFS Blended Research International Equity Fund", "value": "30419011.13", "weight": "0.11405196", "shared": false }, { "name": "MFS Blended Research Mid Cap Equity Fund", "value": "26226275.64", "weight": "0.09833187", "shared": false }, { "name": "MFS Blended Research Value Equity Fund", "value": "14740999.74", "weight": "0.05526938", "shared": false }, { "name": "MFS-VALUE-R6", "value": "14699525.94", "weight": "0.05511388", "shared": true }, { "name": "MFS Blended Research Growth Equity Fund", "value": "13646866.09", "weight": "0.05116708", "shared": false }, { "name": "MFS Growth Fund", "value": "13546957.26", "weight": "0.05079248", "shared": true }, { "name": "MFS Commodity Strategy Fund", "value": "13462027.29", "weight": "0.05047405", "shared": false }, { "name": "MFS-GL RL ES-R5", "value": "13395311.34", "weight": "0.05022391", "shared": true }, { "name": "MFS Mid Cap Value Fund", "value": "13246497.18", "weight": "0.04966595", "shared": true }, { "name": "MFS Mid Cap Growth Fund", "value": "12914998.80", "weight": "0.04842304", "shared": true }, { "name": "MFS Blended Research Core Equity Fund", "value": "12451840.84", "weight": "0.04668649", "shared": false }, { "name": "MFS-RESEAR-R6", "value": "12403034.22", "weight": "0.04650350", "shared": true }, { "name": "MFS-RSCH IN-R6", "value": "11011919.90", "weight": "0.04128770", "shared": true }, { "name": "MFS-INT N D-R6", "value": "10934135.21", "weight": "0.04099606", "shared": true }, { "name": "MFS International Intrinsic Value Fund", "value": "9550770.28", "weight": "0.03580932", "shared": false }, { "name": "MFS-INTL GRW-R6", "value": "9503330.47", "weight": "0.03563145", "shared": true }, { "name": "MFS Inflation Adjusted Bond Fund", "value": "6684457.45", "weight": "0.02506247", "shared": false }, { "name": "MFS Blended Research Small Cap Equity Fund", "value": "6501260.80", "weight": "0.02437560", "shared": false }, { "name": "MFS Research Bond Fund", "value": "5378078.10", "weight": "0.02016438", "shared": false }, { "name": "MFS Institutional Money Market Portfolio, Class A", "value": "3936963.29", "weight": "0.01476111", "shared": false }, { "name": "MFS New Discovery Value Fund", "value": "3270258.78", "weight": "0.01226139", "shared": false }, { "name": "MFS New Discovery Fund", "value": "3226191.03", "weight": "0.01209617", "shared": false }, { "name": "MFS Blended Research Emerging Markets Equity Fund", "value": "2790945.44", "weight": "0.01046427", "shared": false }, { "name": "MFS Emerging Markets Equity Fund", "value": "2770199.40", "weight": "0.01038649", "shared": false } ], "b_top": [ { "name": "MFS-VALUE-R6", "value": "12254101.81", "weight": "0.12119333", "shared": true }, { "name": "MFS Growth Fund", "value": "11868941.79", "weight": "0.11738409", "shared": true }, { "name": "MFS-RESEAR-R6", "value": "11180383.94", "weight": "0.11057424", "shared": true }, { "name": "MFS Mid Cap Value Fund", "value": "10121503.48", "weight": "0.10010189", "shared": true }, { "name": "MFS Mid Cap Growth Fund", "value": "9726070.74", "weight": "0.09619105", "shared": true }, { "name": "MFS-RSCH IN-R6", "value": "8114207.56", "weight": "0.08024969", "shared": true }, { "name": "MFS-INTL LCV-R6", "value": "5188012.97", "weight": "0.05130956", "shared": false }, { "name": "MFS-GL RL ES-R5", "value": "5153339.34", "weight": "0.05096664", "shared": true }, { "name": "iShares GSCI Commodity Dynamic Roll Strategy ETF", "value": "5096714.14", "weight": "0.05040661", "shared": false }, { "name": "MFS-INTL GRW-R6", "value": "5042818.28", "weight": "0.04987358", "shared": true }, { "name": "MFS-INTL EQ-R6", "value": "5010495.38", "weight": "0.04955391", "shared": false }, { "name": "State Street SPDR Portfolio Emerging Markets ETF", "value": "2983980.00", "weight": "0.02951163", "shared": false }, { "name": "VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND", "value": "2514001.21", "weight": "0.02486353", "shared": false }, { "name": "Vanguard Small-Cap Growth ETF", "value": "2415750.48", "weight": "0.02389182", "shared": false }, { "name": "SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND", "value": "2103320.52", "weight": "0.02080189", "shared": false }, { "name": "MFS-INT N D-R6", "value": "1911359.12", "weight": "0.01890338", "shared": true }, { "name": "BlackRock Liquidity FedFund - Institutional Class", "value": "427013.10", "weight": "0.00422317", "shared": false } ] }, "error": null, "sources": [ { "label": "N-PORT (fund A)", "accession_no": "0001410368-26-032758", "as_of": "2026-01-31", "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032758/0001410368-26-032758-index.htm" }, { "label": "N-PORT (fund B)", "accession_no": "0000910472-26-004373", "as_of": "2026-01-31", "edgar_url": "https://www.sec.gov/Archives/edgar/data/1314414/000091047226004373/0000910472-26-004373-index.htm" } ] }