# Portfolio overlap — LFIRX vs PFSMX

Comparing **MFS Lifetime 2055 Fund** (2026-01-31) and **PFG MFS Aggressive Growth Strategy Fund** (2026-01-31).

- Shared positions: 9
- MFS Lifetime 2055 Fund covered by PFG MFS Aggressive Growth Strategy Fund: 0.3944082521843912546210345929
- PFG MFS Aggressive Growth Strategy Fund covered by MFS Lifetime 2055 Fund: 0.3944082521843912546210345928

## MFS Lifetime 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Blended Research International Equity Fund | 0.114491 |  |
| MFS Blended Research Mid Cap Equity Fund | 0.098833 |  |
| MFS Blended Research Value Equity Fund | 0.055516 |  |
| MFS-VALUE-R6 | 0.054905 | ✓ |
| MFS Commodity Strategy Fund | 0.052203 |  |
| MFS Blended Research Growth Equity Fund | 0.050373 |  |
| MFS Mid Cap Value Fund | 0.049960 | ✓ |
| MFS Growth Fund | 0.049960 | ✓ |
| MFS-GL RL ES-R5 | 0.049870 | ✓ |
| MFS Mid Cap Growth Fund | 0.048001 | ✓ |
| MFS Blended Research Core Equity Fund | 0.046080 |  |
| MFS-RESEAR-R6 | 0.045891 | ✓ |
| MFS-RSCH IN-R6 | 0.041412 | ✓ |
| MFS-INT N D-R6 | 0.040875 | ✓ |
| MFS International Intrinsic Value Fund | 0.035861 |  |
| MFS-INTL GRW-R6 | 0.035507 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.024826 |  |
| MFS Blended Research Small Cap Equity Fund | 0.024822 |  |
| MFS Research Bond Fund | 0.020039 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.014750 |  |
| MFS New Discovery Value Fund | 0.012561 |  |
| MFS New Discovery Fund | 0.012324 |  |
| MFS Blended Research Emerging Markets Equity Fund | 0.010571 |  |
| MFS Emerging Markets Equity Fund | 0.010368 |  |

## PFG MFS Aggressive Growth Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS-VALUE-R6 | 0.121193 | ✓ |
| MFS Growth Fund | 0.117384 | ✓ |
| MFS-RESEAR-R6 | 0.110574 | ✓ |
| MFS Mid Cap Value Fund | 0.100102 | ✓ |
| MFS Mid Cap Growth Fund | 0.096191 | ✓ |
| MFS-RSCH IN-R6 | 0.080250 | ✓ |
| MFS-INTL LCV-R6 | 0.051310 |  |
| MFS-GL RL ES-R5 | 0.050967 | ✓ |
| iShares GSCI Commodity Dynamic Roll Strategy ETF | 0.050407 |  |
| MFS-INTL GRW-R6 | 0.049874 | ✓ |
| MFS-INTL EQ-R6 | 0.049554 |  |
| State Street SPDR Portfolio Emerging Markets ETF | 0.029512 |  |
| VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND | 0.024864 |  |
| Vanguard Small-Cap Growth ETF | 0.023892 |  |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.020802 |  |
| MFS-INT N D-R6 | 0.018903 | ✓ |
| BlackRock Liquidity FedFund - Institutional Class | 0.004223 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032755` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032755/0001410368-26-032755-index.htm>
- N-PORT (fund B) — accession `0000910472-26-004373` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1314414/000091047226004373/0000910472-26-004373-index.htm>

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