{
  "page": "compare",
  "query": {
    "a": "MLLAX",
    "b": "LFEAX"
  },
  "retrieved_at": "2026-07-07T15:17:18+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 Income Fund",
    "ticker": "MLLAX",
    "slug": "MLLAX",
    "series_id": "S000002501",
    "html_url": "https://fundwatcher.app/funds/MLLAX/"
  },
  "fund_b": {
    "name": "MFS Lifetime 2035 Fund",
    "ticker": "LFEAX",
    "slug": "LFEAX",
    "series_id": "S000038774",
    "html_url": "https://fundwatcher.app/funds/LFEAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6498954860053562245007596382",
    "coverage_b_by_a": "0.6498954860053562245007596382",
    "shared_count": 27,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MFS Ltd Maturity Fund",
        "value": "104318268.70",
        "weight": "0.20051075",
        "shared": true
      },
      {
        "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
      }
    ],
    "b_top": [
      {
        "name": "MFS Government Securities Fund",
        "value": "64766193.30",
        "weight": "0.09975132",
        "shared": true
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "57278368.51",
        "weight": "0.08821875",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "46643918.85",
        "weight": "0.07183983",
        "shared": true
      },
      {
        "name": "MFS Blended Research Mid Cap Equity Fund",
        "value": "43872810.29",
        "weight": "0.06757184",
        "shared": true
      },
      {
        "name": "MFS Blended Research International Equity Fund",
        "value": "40447578.90",
        "weight": "0.06229638",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "33205759.04",
        "weight": "0.05114270",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "25926395.78",
        "weight": "0.03993121",
        "shared": true
      },
      {
        "name": "MFS Blended Research Value Equity Fund",
        "value": "25860028.63",
        "weight": "0.03982899",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "25723379.39",
        "weight": "0.03961852",
        "shared": true
      },
      {
        "name": "MFS Blended Research Core Equity Fund",
        "value": "23308857.82",
        "weight": "0.03589974",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "23235978.09",
        "weight": "0.03578749",
        "shared": true
      },
      {
        "name": "MFS Blended Research Growth Equity Fund",
        "value": "22992535.77",
        "weight": "0.03541255",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "22808811.53",
        "weight": "0.03512958",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "22162534.95",
        "weight": "0.03413420",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "21487728.50",
        "weight": "0.03309488",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "20140815.32",
        "weight": "0.03102040",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "19477607.85",
        "weight": "0.02999894",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "19239160.06",
        "weight": "0.02963169",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "19158413.81",
        "weight": "0.02950732",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "13099205.89",
        "weight": "0.02017508",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "9992273.52",
        "weight": "0.01538986",
        "shared": true
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "9933173.93",
        "weight": "0.01529883",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "9734662.01",
        "weight": "0.01499309",
        "shared": true
      },
      {
        "name": "MFS Blended Research Small Cap Equity Fund",
        "value": "9427689.45",
        "weight": "0.01452030",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "6386174.39",
        "weight": "0.00983583",
        "shared": false
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "4753082.93",
        "weight": "0.00732058",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "4673692.11",
        "weight": "0.00719831",
        "shared": true
      },
      {
        "name": "MFS Ltd Maturity Fund",
        "value": "3539719.97",
        "weight": "0.00545179",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "4.52",
        "weight": "0.00000001",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "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"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-032762",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1330967/000141036826032762/0001410368-26-032762-index.htm"
    }
  ]
}