{
  "page": "compare",
  "query": {
    "a": "MLFGX",
    "b": "MLLAX"
  },
  "retrieved_at": "2026-07-07T17:09:40+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": "MLFGX",
    "slug": "MLFGX",
    "series_id": "S000002505",
    "html_url": "https://fundwatcher.app/funds/MLFGX/"
  },
  "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": "0.4501768224414997011105388402",
    "coverage_b_by_a": "0.4501768224414997011105388401",
    "shared_count": 26,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "74202982.06",
        "weight": "0.08768579",
        "shared": true
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "73752570.26",
        "weight": "0.08715354",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "43470371.34",
        "weight": "0.05136901",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "42104245.49",
        "weight": "0.04975466",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "38799548.27",
        "weight": "0.04584949",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "38350452.52",
        "weight": "0.04531880",
        "shared": true
      },
      {
        "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": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "36431817.82",
        "weight": "0.04305154",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "33769935.88",
        "weight": "0.03990599",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "33760605.81",
        "weight": "0.03989497",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "33530298.00",
        "weight": "0.03962281",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "30678997.24",
        "weight": "0.03625342",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "26422019.67",
        "weight": "0.03122295",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "25487958.88",
        "weight": "0.03011917",
        "shared": true
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "24068502.49",
        "weight": "0.02844179",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "21273550.86",
        "weight": "0.02513899",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "21160997.80",
        "weight": "0.02500599",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "17049654.87",
        "weight": "0.02014761",
        "shared": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "8098337.96",
        "weight": "0.00956982",
        "shared": true
      },
      {
        "name": "MFS Government Securities Fund",
        "value": "4782921.56",
        "weight": "0.00565199",
        "shared": true
      },
      {
        "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 Ltd Maturity Fund",
        "value": "104318268.70",
        "weight": "0.20051075",
        "shared": false
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "101535334.11",
        "weight": "0.19516166",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "52277220.37",
        "weight": "0.10048235",
        "shared": true
      },
      {
        "name": "MFS Government Securities Fund",
        "value": "52132085.03",
        "weight": "0.10020338",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "36496832.55",
        "weight": "0.07015077",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "15345141.26",
        "weight": "0.02949499",
        "shared": true
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "14425458.12",
        "weight": "0.02772726",
        "shared": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "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": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "5221490.28",
        "weight": "0.01003626",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "5043567.93",
        "weight": "0.00969427",
        "shared": true
      },
      {
        "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": "0001410368-26-032760",
      "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": "0001410368-26-032768",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032768/0001410368-26-032768-index.htm"
    }
  ]
}