{ "page": "compare", "query": { "a": "MLFEX", "b": "MNWAX" }, "retrieved_at": "2026-07-07T17:33:41+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 2040 Fund", "ticker": "MLFEX", "slug": "MLFEX", "series_id": "S000002505", "html_url": "https://fundwatcher.app/funds/MLFEX/" }, "fund_b": { "name": "MFS Managed Wealth Fund", "ticker": "MNWAX", "slug": "MNWAX", "series_id": "S000045806", "html_url": "https://fundwatcher.app/funds/MNWAX/" }, "overlap": { "coverage_a_by_b": "0.1097785484140977764009078635", "coverage_b_by_a": "0.1097785484140977764009078635", "shared_count": 3, "as_of": { "a": "2026-01-31", "b": "2026-02-28" }, "a_top": [ { "name": "MFS Blended Research Mid Cap Equity Fund", "value": "74202982.06", "weight": "0.08768579", "shared": false }, { "name": "MFS Blended Research International Equity Fund", "value": "73752570.26", "weight": "0.08715354", "shared": false }, { "name": "MFS Inflation Adjusted Bond Fund", "value": "43470371.34", "weight": "0.05136901", "shared": false }, { "name": "MFS Blended Research Value Equity Fund", "value": "42104245.49", "weight": "0.04975466", "shared": false }, { "name": "MFS-VALUE-R6", "value": "42007180.58", "weight": "0.04963996", "shared": true }, { "name": "MFS Blended Research Core Equity Fund", "value": "38903214.43", "weight": "0.04597200", "shared": false }, { "name": "MFS-RESEAR-R6", "value": "38799548.27", "weight": "0.04584949", "shared": false }, { "name": "MFS Blended Research Growth Equity Fund", "value": "38350452.52", "weight": "0.04531880", "shared": false }, { "name": "MFS Growth Fund", "value": "38101953.21", "weight": "0.04502514", "shared": true }, { "name": "MFS Mid Cap Value Fund", "value": "37450770.33", "weight": "0.04425564", "shared": false }, { "name": "MFS Mid Cap Growth Fund", "value": "36431817.82", "weight": "0.04305154", "shared": false }, { "name": "MFS Commodity Strategy Fund", "value": "33769935.88", "weight": "0.03990599", "shared": false }, { "name": "MFS High Income Fund", "value": "33760605.81", "weight": "0.03989497", "shared": false }, { "name": "MFS-GL RL ES-R5", "value": "33530298.00", "weight": "0.03962281", "shared": false }, { "name": "MFS-RSCH IN-R6", "value": "30678997.24", "weight": "0.03625342", "shared": false }, { "name": "MFS Global Opportunistic Bond Fund", "value": "26422019.67", "weight": "0.03122295", "shared": false }, { "name": "MFS Emerging Markets Debt Fund", "value": "25487958.88", "weight": "0.03011917", "shared": false }, { "name": "MFS Research Bond Fund", "value": "24068502.49", "weight": "0.02844179", "shared": false }, { "name": "MFS International Intrinsic Value Fund", "value": "21273550.86", "weight": "0.02513899", "shared": false }, { "name": "MFS-INTL GRW-R6", "value": "21160997.80", "weight": "0.02500599", "shared": false }, { "name": "MFS Emerging Markets Debt Local Currency Fund", "value": "17049654.87", "weight": "0.02014761", "shared": false }, { "name": "MFS-INT N D-R6", "value": "16941619.00", "weight": "0.02001994", "shared": false }, { "name": "MFS Blended Research Small Cap Equity Fund", "value": "16330266.15", "weight": "0.01929750", "shared": false }, { "name": "MFS Institutional Money Market Portfolio, Class A", "value": "12789560.57", "weight": "0.01511345", "shared": true }, { "name": "MFS New Discovery Value Fund", "value": "8228043.10", "weight": "0.00972309", "shared": false }, { "name": "MFS New Discovery Fund", "value": "8098337.96", "weight": "0.00956982", "shared": false }, { "name": "MFS Government Securities Fund", "value": "4782921.56", "weight": "0.00565199", "shared": false }, { "name": "MFS Blended Research Emerging Markets Equity Fund", "value": "4162460.03", "weight": "0.00491879", "shared": false }, { "name": "MFS Emerging Markets Equity Fund", "value": "4126390.51", "weight": "0.00487616", "shared": false } ], "b_top": [ { "name": "MFS-INTL EQ-R6", "value": "11763238.94", "weight": "0.31145538", "shared": false }, { "name": "MFS-VALUE-R6", "value": "11724443.81", "weight": "0.31042820", "shared": true }, { "name": "MFS Growth Fund", "value": "10880644.95", "weight": "0.28808693", "shared": true }, { "name": "MFS Institutional Money Market Portfolio, Class A", "value": "2312999.03", "weight": "0.06124129", "shared": true }, { "name": "US TREASURY N/B", "value": "350199.06", "weight": "0.00927222", "shared": false }, { "name": "US TREASURY N/B", "value": "349688.97", "weight": "0.00925872", "shared": false }, { "name": "ZCS BRL 14.0087 05/12/25-01/04/27 CME", "value": "165684.09", "weight": "0.00438682", "shared": false }, { "name": "S+P 500 INDEX", "value": "121410.00", "weight": "0.00321457", "shared": false }, { "name": "US TREASURY N/B", "value": "100308.59", "weight": "0.00265587", "shared": false } ] }, "error": null, "sources": [ { "label": "N-PORT (fund A)", "accession_no": "0001410368-26-032760", "as_of": "2026-01-31", "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032760/0001410368-26-032760-index.htm" }, { "label": "N-PORT (fund B)", "accession_no": "0001410368-26-040066", "as_of": "2026-02-28", "edgar_url": "https://www.sec.gov/Archives/edgar/data/783740/000141036826040066/0001410368-26-040066-index.htm" } ] }