{
  "page": "compare",
  "query": {
    "a": "MLFIX",
    "b": "LFIAX"
  },
  "retrieved_at": "2026-07-07T17:35:53+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": "MLFIX",
    "slug": "MLFIX",
    "series_id": "S000002505",
    "html_url": "https://fundwatcher.app/funds/MLFIX/"
  },
  "fund_b": {
    "name": "MFS Lifetime 2055 Fund",
    "ticker": "LFIAX",
    "slug": "LFIAX",
    "series_id": "S000038776",
    "html_url": "https://fundwatcher.app/funds/LFIAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.8376541564680136528599584711",
    "coverage_b_by_a": "0.8376541564680136528599584711",
    "shared_count": 24,
    "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": false
      },
      {
        "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": 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": 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": false
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "16941619.00",
        "weight": "0.02001994",
        "shared": true
      },
      {
        "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": false
      },
      {
        "name": "MFS Blended Research Emerging Markets Equity Fund",
        "value": "4162460.03",
        "weight": "0.00491879",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "4126390.51",
        "weight": "0.00487616",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "51956072.12",
        "weight": "0.11449141",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "44850178.83",
        "weight": "0.09883272",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "25193250.97",
        "weight": "0.05551633",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "24915622.33",
        "weight": "0.05490455",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "23689585.98",
        "weight": "0.05220283",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "22859433.83",
        "weight": "0.05037349",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "22671749.80",
        "weight": "0.04995991",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "22671660.24",
        "weight": "0.04995971",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "22630926.79",
        "weight": "0.04986995",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "21782866.07",
        "weight": "0.04800114",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "20910939.22",
        "weight": "0.04607975",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "20825083.20",
        "weight": "0.04589056",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "18792548.14",
        "weight": "0.04141162",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "18549071.06",
        "weight": "0.04087509",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "16273830.71",
        "weight": "0.03586133",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "16113235.00",
        "weight": "0.03550744",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "11266192.92",
        "weight": "0.02482640",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "11264397.13",
        "weight": "0.02482244",
        "shared": true
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "9093567.86",
        "weight": "0.02003876",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "6693495.52",
        "weight": "0.01474992",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "5700049.73",
        "weight": "0.01256074",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "5592839.53",
        "weight": "0.01232449",
        "shared": true
      },
      {
        "name": "MFS Blended Research Emerging Markets Equity Fund",
        "value": "4797214.08",
        "weight": "0.01057123",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "4705075.55",
        "weight": "0.01036820",
        "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": "0001410368-26-032755",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032755/0001410368-26-032755-index.htm"
    }
  ]
}