{
  "page": "compare",
  "query": {
    "a": "MMAIX",
    "b": "MLFAX"
  },
  "retrieved_at": "2026-07-07T18:05:21+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 Moderate Allocation Fund",
    "ticker": "MMAIX",
    "slug": "MMAIX",
    "series_id": "S000002507",
    "html_url": "https://fundwatcher.app/funds/MMAIX/"
  },
  "fund_b": {
    "name": "MFS Lifetime 2040 Fund",
    "ticker": "MLFAX",
    "slug": "MLFAX",
    "series_id": "S000002505",
    "html_url": "https://fundwatcher.app/funds/MLFAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.6241504268251959079507842203",
    "coverage_b_by_a": "0.6241504268251959079507842203",
    "shared_count": 22,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "MFS Government Securities Fund",
        "value": "646752256.84",
        "weight": "0.09859439",
        "shared": true
      },
      {
        "name": "MFS Research Bond Fund",
        "value": "561806643.39",
        "weight": "0.08564482",
        "shared": true
      },
      {
        "name": "MFS-VALUE-R6",
        "value": "535698588.89",
        "weight": "0.08166477",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Value Fund",
        "value": "470489781.27",
        "weight": "0.07172399",
        "shared": true
      },
      {
        "name": "MFS-RESEAR-R6",
        "value": "468012190.84",
        "weight": "0.07134629",
        "shared": true
      },
      {
        "name": "MFS Inflation Adjusted Bond Fund",
        "value": "461049000.56",
        "weight": "0.07028479",
        "shared": true
      },
      {
        "name": "MFS Growth Fund",
        "value": "443903994.58",
        "weight": "0.06767111",
        "shared": true
      },
      {
        "name": "MFS Mid Cap Growth Fund",
        "value": "437185112.86",
        "weight": "0.06664685",
        "shared": true
      },
      {
        "name": "MFS-RSCH IN-R6",
        "value": "356733073.94",
        "weight": "0.05438231",
        "shared": true
      },
      {
        "name": "MFS Global Opportunistic Bond Fund",
        "value": "329601567.42",
        "weight": "0.05024623",
        "shared": true
      },
      {
        "name": "MFS High Income Fund",
        "value": "260220069.48",
        "weight": "0.03966934",
        "shared": true
      },
      {
        "name": "MFS Commodity Strategy Fund",
        "value": "205678662.13",
        "weight": "0.03135476",
        "shared": true
      },
      {
        "name": "MFS-GL RL ES-R5",
        "value": "204878395.48",
        "weight": "0.03123276",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Fund",
        "value": "197847022.40",
        "weight": "0.03016086",
        "shared": true
      },
      {
        "name": "MFS International Intrinsic Value Fund",
        "value": "142523274.01",
        "weight": "0.02172701",
        "shared": true
      },
      {
        "name": "MFS-INTL LCV-R6",
        "value": "141576682.27",
        "weight": "0.02158271",
        "shared": false
      },
      {
        "name": "MFS-INTL GRW-R6",
        "value": "140508212.97",
        "weight": "0.02141983",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Debt Local Currency Fund",
        "value": "132870217.33",
        "weight": "0.02025545",
        "shared": true
      },
      {
        "name": "MFS New Discovery Value Fund",
        "value": "99476443.30",
        "weight": "0.01516472",
        "shared": true
      },
      {
        "name": "MFS New Discovery Fund",
        "value": "97187825.18",
        "weight": "0.01481583",
        "shared": true
      },
      {
        "name": "MFS Institutional Money Market Portfolio, Class A",
        "value": "83342545.43",
        "weight": "0.01270519",
        "shared": true
      },
      {
        "name": "MFS Emerging Markets Equity Fund",
        "value": "71246786.71",
        "weight": "0.01086124",
        "shared": true
      },
      {
        "name": "MFS-INT N D-R6",
        "value": "71138570.15",
        "weight": "0.01084475",
        "shared": true
      }
    ],
    "b_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": true
      },
      {
        "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": true
      },
      {
        "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": 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": true
      },
      {
        "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": 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": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040054",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/783740/000141036826040054/0001410368-26-040054-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "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"
    }
  ]
}