# Portfolio overlap — MFJCX vs MLLAX

Comparing **MFS Lifetime 2060 Fund** (2026-01-31) and **MFS Lifetime Income Fund** (2026-01-31).

- Shared positions: 21
- MFS Lifetime 2060 Fund covered by MFS Lifetime Income Fund: 0.3386878200543374221328902010
- MFS Lifetime Income Fund covered by MFS Lifetime 2060 Fund: 0.3386878200543374221328902010

## 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 |  |

## 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 `0001410368-26-032758` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032758/0001410368-26-032758-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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