# Portfolio overlap — MAWAX vs MLLAX

Comparing **MFS Aggressive Growth Allocation Fund** (2026-02-28) and **MFS Lifetime Income Fund** (2026-01-31).

- Shared positions: 13
- MFS Aggressive Growth Allocation Fund covered by MFS Lifetime Income Fund: 0.1691781222381188660489341662
- MFS Lifetime Income Fund covered by MFS Aggressive Growth Allocation Fund: 0.1691781222381188660489341663

## MFS Aggressive Growth Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS-VALUE-R6 | 0.121783 | ✓ |
| MFS Growth Fund | 0.103823 | ✓ |
| MFS Mid Cap Value Fund | 0.102012 | ✓ |
| MFS-RESEAR-R6 | 0.099806 | ✓ |
| MFS Mid Cap Growth Fund | 0.094691 | ✓ |
| MFS-RSCH IN-R6 | 0.084753 | ✓ |
| MFS International Intrinsic Value Fund | 0.052649 | ✓ |
| MFS-INTL LCV-R6 | 0.052258 |  |
| MFS-INTL GRW-R6 | 0.051896 | ✓ |
| MFS Commodity Strategy Fund | 0.051623 | ✓ |
| MFS-GL RL ES-R5 | 0.051429 | ✓ |
| MFS-INT N D-R6 | 0.042090 |  |
| MFS Emerging Markets Equity Fund | 0.031565 |  |
| MFS New Discovery Value Fund | 0.025167 | ✓ |
| MFS New Discovery Fund | 0.024554 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.009900 | ✓ |

## MFS Lifetime Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Ltd Maturity Fund | 0.200511 |  |
| MFS Research Bond Fund | 0.195162 |  |
| MFS Inflation Adjusted Bond Fund | 0.100482 |  |
| MFS Government Securities Fund | 0.100203 |  |
| MFS Global Opportunistic Bond Fund | 0.070151 |  |
| MFS Blended Research Mid Cap Equity Fund | 0.029495 |  |
| MFS Blended Research International Equity Fund | 0.027727 |  |
| MFS-GL RL ES-R5 | 0.020155 | ✓ |
| MFS Blended Research Value Equity Fund | 0.020064 |  |
| MFS-VALUE-R6 | 0.020061 | ✓ |
| MFS Commodity Strategy Fund | 0.019972 | ✓ |
| MFS High Income Fund | 0.019956 |  |
| MFS-RSCH IN-R6 | 0.016616 | ✓ |
| MFS Blended Research Core Equity Fund | 0.016363 |  |
| MFS-RESEAR-R6 | 0.016314 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.016206 |  |
| MFS Growth Fund | 0.016079 | ✓ |
| MFS Mid Cap Value Fund | 0.014900 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014634 | ✓ |
| MFS Mid Cap Growth Fund | 0.014533 | ✓ |
| MFS Emerging Markets Debt Fund | 0.010038 |  |
| MFS Emerging Markets Debt Local Currency Fund | 0.010036 |  |
| MFS Blended Research Small Cap Equity Fund | 0.009694 |  |
| MFS International Intrinsic Value Fund | 0.005484 | ✓ |
| MFS-INTL GRW-R6 | 0.005459 | ✓ |
| MFS New Discovery Value Fund | 0.004896 | ✓ |
| MFS New Discovery Fund | 0.004809 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040075` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000141036826040075/0001410368-26-040075-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032768` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032768/0001410368-26-032768-index.htm>

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