# Portfolio overlap — MACIX vs MFJAX

Comparing **MFS Conservative Allocation Fund** (2026-02-28) and **MFS Lifetime 2060 Fund** (2026-01-31).

- Shared positions: 15
- MFS Conservative Allocation Fund covered by MFS Lifetime 2060 Fund: 0.4173391472393233542582968049
- MFS Lifetime 2060 Fund covered by MFS Conservative Allocation Fund: 0.4173391472393233542582968049

## MFS Conservative Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Research Bond Fund | 0.150064 | ✓ |
| MFS Government Securities Fund | 0.100219 |  |
| MFS Inflation Adjusted Bond Fund | 0.100211 | ✓ |
| MFS Ltd Maturity Fund | 0.099980 |  |
| MFS Global Opportunistic Bond Fund | 0.070077 |  |
| MFS-VALUE-R6 | 0.059913 | ✓ |
| MFS-RESEAR-R6 | 0.052228 | ✓ |
| MFS Growth Fund | 0.051850 | ✓ |
| MFS High Income Fund | 0.039862 |  |
| MFS Mid Cap Value Fund | 0.039781 | ✓ |
| MFS Mid Cap Growth Fund | 0.039600 | ✓ |
| MFS-RSCH IN-R6 | 0.037547 | ✓ |
| MFS Commodity Strategy Fund | 0.020200 | ✓ |
| MFS-GL RL ES-R5 | 0.020044 | ✓ |
| MFS Emerging Markets Debt Fund | 0.019982 |  |
| MFS Emerging Markets Debt Local Currency Fund | 0.019967 |  |
| MFS-INTL GRW-R6 | 0.015990 | ✓ |
| MFS International Intrinsic Value Fund | 0.015971 | ✓ |
| MFS-INTL LCV-R6 | 0.015946 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.010806 | ✓ |
| MFS New Discovery Fund | 0.009890 | ✓ |
| MFS New Discovery Value Fund | 0.009875 | ✓ |

## MFS Lifetime 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Blended Research International Equity Fund | 0.114052 |  |
| MFS Blended Research Mid Cap Equity Fund | 0.098332 |  |
| MFS Blended Research Value Equity Fund | 0.055269 |  |
| MFS-VALUE-R6 | 0.055114 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.051167 |  |
| MFS Growth Fund | 0.050792 | ✓ |
| MFS Commodity Strategy Fund | 0.050474 | ✓ |
| MFS-GL RL ES-R5 | 0.050224 | ✓ |
| MFS Mid Cap Value Fund | 0.049666 | ✓ |
| MFS Mid Cap Growth Fund | 0.048423 | ✓ |
| MFS Blended Research Core Equity Fund | 0.046686 |  |
| MFS-RESEAR-R6 | 0.046504 | ✓ |
| MFS-RSCH IN-R6 | 0.041288 | ✓ |
| MFS-INT N D-R6 | 0.040996 |  |
| MFS International Intrinsic Value Fund | 0.035809 | ✓ |
| MFS-INTL GRW-R6 | 0.035631 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.025062 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.024376 |  |
| MFS Research Bond Fund | 0.020164 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014761 | ✓ |
| MFS New Discovery Value Fund | 0.012261 | ✓ |
| MFS New Discovery Fund | 0.012096 | ✓ |
| MFS Blended Research Emerging Markets Equity Fund | 0.010464 |  |
| MFS Emerging Markets Equity Fund | 0.010386 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040064` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000141036826040064/0001410368-26-040064-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032758` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032758/0001410368-26-032758-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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