# Portfolio overlap — MLFIX vs MAMAX

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

- Shared positions: 22
- MFS Lifetime 2040 Fund covered by MFS Moderate Allocation Fund: 0.6241504268251959079507842203
- MFS Moderate Allocation Fund covered by MFS Lifetime 2040 Fund: 0.6241504268251959079507842203

## 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 | ✓ |

## MFS Moderate Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Government Securities Fund | 0.098594 | ✓ |
| MFS Research Bond Fund | 0.085645 | ✓ |
| MFS-VALUE-R6 | 0.081665 | ✓ |
| MFS Mid Cap Value Fund | 0.071724 | ✓ |
| MFS-RESEAR-R6 | 0.071346 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.070285 | ✓ |
| MFS Growth Fund | 0.067671 | ✓ |
| MFS Mid Cap Growth Fund | 0.066647 | ✓ |
| MFS-RSCH IN-R6 | 0.054382 | ✓ |
| MFS Global Opportunistic Bond Fund | 0.050246 | ✓ |
| MFS High Income Fund | 0.039669 | ✓ |
| MFS Commodity Strategy Fund | 0.031355 | ✓ |
| MFS-GL RL ES-R5 | 0.031233 | ✓ |
| MFS Emerging Markets Debt Fund | 0.030161 | ✓ |
| MFS International Intrinsic Value Fund | 0.021727 | ✓ |
| MFS-INTL LCV-R6 | 0.021583 |  |
| MFS-INTL GRW-R6 | 0.021420 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.020255 | ✓ |
| MFS New Discovery Value Fund | 0.015165 | ✓ |
| MFS New Discovery Fund | 0.014816 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.012705 | ✓ |
| MFS Emerging Markets Equity Fund | 0.010861 | ✓ |
| MFS-INT N D-R6 | 0.010845 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032760` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032760/0001410368-26-032760-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040054` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000141036826040054/0001410368-26-040054-index.htm>

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