# Portfolio overlap — LFEKX vs MGSIX

Comparing **MFS Lifetime 2035 Fund** (2026-01-31) and **MFS Government Securities Fund** (2026-02-28).

- Shared positions: 1
- MFS Lifetime 2035 Fund covered by MFS Government Securities Fund: 0.01499309028392494484691235473
- MFS Government Securities Fund covered by MFS Lifetime 2035 Fund: 0.01499309028392494484691235473

## MFS Lifetime 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Government Securities Fund | 0.099751 |  |
| MFS Research Bond Fund | 0.088219 |  |
| MFS Inflation Adjusted Bond Fund | 0.071840 |  |
| MFS Blended Research Mid Cap Equity Fund | 0.067572 |  |
| MFS Blended Research International Equity Fund | 0.062296 |  |
| MFS Global Opportunistic Bond Fund | 0.051143 |  |
| MFS High Income Fund | 0.039931 |  |
| MFS Blended Research Value Equity Fund | 0.039829 |  |
| MFS-VALUE-R6 | 0.039619 |  |
| MFS Blended Research Core Equity Fund | 0.035900 |  |
| MFS-RESEAR-R6 | 0.035787 |  |
| MFS Blended Research Growth Equity Fund | 0.035413 |  |
| MFS Growth Fund | 0.035130 |  |
| MFS Mid Cap Value Fund | 0.034134 |  |
| MFS Mid Cap Growth Fund | 0.033095 |  |
| MFS-RSCH IN-R6 | 0.031020 |  |
| MFS Commodity Strategy Fund | 0.029999 |  |
| MFS-GL RL ES-R5 | 0.029632 |  |
| MFS Emerging Markets Debt Fund | 0.029507 |  |
| MFS Emerging Markets Debt Local Currency Fund | 0.020175 |  |
| MFS International Intrinsic Value Fund | 0.015390 |  |
| MFS-INTL GRW-R6 | 0.015299 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.014993 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.014520 |  |
| MFS-INT N D-R6 | 0.009836 |  |
| MFS New Discovery Value Fund | 0.007321 |  |
| MFS New Discovery Fund | 0.007198 |  |
| MFS Ltd Maturity Fund | 0.005452 |  |
| MFS Emerging Markets Equity Fund | 0.000000 |  |

## MFS Government Securities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.043040 |  |
| US TREASURY N/B | 0.041534 |  |
| US TREASURY N/B | 0.037557 |  |
| US TREASURY N/B | 0.034432 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.031650 | ✓ |
| US TREASURY N/B | 0.025619 |  |
| US TREASURY N/B | 0.018485 |  |
| US TREASURY N/B | 0.018202 |  |
| US TREASURY N/B | 0.017927 |  |
| US TREASURY N/B | 0.016762 |  |
| FNCL 2 4/26 | 0.015755 |  |
| US TREASURY N/B | 0.014594 |  |
| US TREASURY N/B | 0.013441 |  |
| FHMS K057 A2 | 0.012160 |  |
| US TREASURY N/B | 0.010569 |  |
| US TREASURY N/B | 0.010081 |  |
| FN MA4562 | 0.009974 |  |
| FHMS K066 A2 | 0.009793 |  |
| US TREASURY N/B | 0.009052 |  |
| US TREASURY N/B | 0.008949 |  |
| G2 MA8268 | 0.008128 |  |
| Uniform Mortgage-Backed Security, TBA | 0.008109 |  |
| FHMS K062 A2 | 0.007885 |  |
| Federal Home Loan Mortgage Corporation | 0.006362 |  |
| FR SD8507 | 0.006002 |  |
| UMBS | 0.005694 |  |
| FHMS K059 A2 | 0.005686 |  |
| US TREASURY N/B | 0.005597 |  |
| US TREASURY N/B | 0.005504 |  |
| US TREASURY N/B | 0.005334 |  |
| GNMA, Series 2023-135, Class FG | 0.005147 |  |
| FHMS K737 A2 | 0.005139 |  |
| GNMA, Series 2023-189, Class FG | 0.005046 |  |
| GNMA, Series 2023-149, Class YF | 0.005008 |  |
| Government National Mortgage Association | 0.004995 |  |
| GNMA, Series 2023-146, Class FD | 0.004961 |  |
| US TREASURY N/B | 0.004843 |  |
| New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1 | 0.004828 |  |
| PMT Loan Trust, Series 2026-INV2, Class A35 | 0.004811 |  |
| FHMS K065 A2 | 0.004801 |  |
| LoanCore Issuer Ltd., Series 2021-CRE6, Class AS | 0.004791 |  |
| UMBS | 0.004783 |  |
| G2 MA7935 | 0.004630 |  |
| GNMA, Series 2025-177, Class FA | 0.004628 |  |
| Government National Mortgage Association | 0.004617 |  |
| G2 MA7880 | 0.004579 |  |
| FN MA5353 | 0.004553 |  |
| Government National Mortgage Association | 0.004543 |  |
| Government National Mortgage Association | 0.004509 |  |
| American Credit Acceptance Receivables Trust, Series 2026-1, Class A | 0.004357 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032762` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032762/0001410368-26-032762-index.htm>
- N-PORT (fund B) — accession `0002071691-26-008227` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/356349/000207169126008227/0002071691-26-008227-index.htm>

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_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._

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