# Portfolio overlap — MACIX vs MLFAX

Comparing **MFS Conservative Allocation Fund** (2026-02-28) and **MFS Lifetime 2040 Fund** (2026-01-31).

- Shared positions: 20
- MFS Conservative Allocation Fund covered by MFS Lifetime 2040 Fund: 0.5549485767247768018764372696
- MFS Lifetime 2040 Fund covered by MFS Conservative Allocation Fund: 0.5549485767247768018764372696

## 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 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Blended Research Mid Cap Equity Fund | 0.087686 |  |
| MFS Blended Research International Equity Fund | 0.087154 |  |
| MFS Inflation Adjusted Bond Fund | 0.051369 | ✓ |
| MFS Blended Research Value Equity Fund | 0.049755 |  |
| MFS-VALUE-R6 | 0.049640 | ✓ |
| MFS Blended Research Core Equity Fund | 0.045972 |  |
| MFS-RESEAR-R6 | 0.045849 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.045319 |  |
| MFS Growth Fund | 0.045025 | ✓ |
| MFS Mid Cap Value Fund | 0.044256 | ✓ |
| MFS Mid Cap Growth Fund | 0.043052 | ✓ |
| MFS Commodity Strategy Fund | 0.039906 | ✓ |
| MFS High Income Fund | 0.039895 | ✓ |
| MFS-GL RL ES-R5 | 0.039623 | ✓ |
| MFS-RSCH IN-R6 | 0.036253 | ✓ |
| MFS Global Opportunistic Bond Fund | 0.031223 | ✓ |
| MFS Emerging Markets Debt Fund | 0.030119 | ✓ |
| MFS Research Bond Fund | 0.028442 | ✓ |
| MFS International Intrinsic Value Fund | 0.025139 | ✓ |
| MFS-INTL GRW-R6 | 0.025006 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.020148 | ✓ |
| MFS-INT N D-R6 | 0.020020 |  |
| MFS Blended Research Small Cap Equity Fund | 0.019298 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.015113 | ✓ |
| MFS New Discovery Value Fund | 0.009723 | ✓ |
| MFS New Discovery Fund | 0.009570 | ✓ |
| MFS Government Securities Fund | 0.005652 | ✓ |
| MFS Blended Research Emerging Markets Equity Fund | 0.004919 |  |
| MFS Emerging Markets Equity Fund | 0.004876 |  |


## 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 `0001410368-26-032760` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032760/0001410368-26-032760-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_