# Portfolio overlap — MLFIX vs MGSIX Comparing **MFS Lifetime 2040 Fund** (2026-01-31) and **MFS Government Securities Fund** (2026-02-28). - Shared positions: 1 - MFS Lifetime 2040 Fund covered by MFS Government Securities Fund: 0.01511344593055248352773219453 - MFS Government Securities Fund covered by MFS Lifetime 2040 Fund: 0.01511344593055248352773219453 ## 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 Government Securities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.043040 | | | US TREASURY N/B | 0.041534 | | | US TREASURY N/B | 0.037557 | | | US TREASURY N/B | 0.034432 | | | MFS Institutional Money Market Portfolio, Class A | 0.031650 | ✓ | | US TREASURY N/B | 0.025619 | | | US TREASURY N/B | 0.018485 | | | US TREASURY N/B | 0.018202 | | | US TREASURY N/B | 0.017927 | | | US TREASURY N/B | 0.016762 | | | FNCL 2 4/26 | 0.015755 | | | US TREASURY N/B | 0.014594 | | | US TREASURY N/B | 0.013441 | | | FHMS K057 A2 | 0.012160 | | | US TREASURY N/B | 0.010569 | | | US TREASURY N/B | 0.010081 | | | FN MA4562 | 0.009974 | | | FHMS K066 A2 | 0.009793 | | | US TREASURY N/B | 0.009052 | | | US TREASURY N/B | 0.008949 | | | G2 MA8268 | 0.008128 | | | Uniform Mortgage-Backed Security, TBA | 0.008109 | | | FHMS K062 A2 | 0.007885 | | | Federal Home Loan Mortgage Corporation | 0.006362 | | | FR SD8507 | 0.006002 | | | UMBS | 0.005694 | | | FHMS K059 A2 | 0.005686 | | | US TREASURY N/B | 0.005597 | | | US TREASURY N/B | 0.005504 | | | US TREASURY N/B | 0.005334 | | | GNMA, Series 2023-135, Class FG | 0.005147 | | | FHMS K737 A2 | 0.005139 | | | GNMA, Series 2023-189, Class FG | 0.005046 | | | GNMA, Series 2023-149, Class YF | 0.005008 | | | Government National Mortgage Association | 0.004995 | | | GNMA, Series 2023-146, Class FD | 0.004961 | | | US TREASURY N/B | 0.004843 | | | New Residential Mortgage Loan Trust, Series 2026-NQM3, Class A1 | 0.004828 | | | PMT Loan Trust, Series 2026-INV2, Class A35 | 0.004811 | | | FHMS K065 A2 | 0.004801 | | | LoanCore Issuer Ltd., Series 2021-CRE6, Class AS | 0.004791 | | | UMBS | 0.004783 | | | G2 MA7935 | 0.004630 | | | GNMA, Series 2025-177, Class FA | 0.004628 | | | Government National Mortgage Association | 0.004617 | | | G2 MA7880 | 0.004579 | | | FN MA5353 | 0.004553 | | | Government National Mortgage Association | 0.004543 | | | Government National Mortgage Association | 0.004509 | | | American Credit Acceptance Receivables Trust, Series 2026-1, Class A | 0.004357 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-032760` (as of 2026-01-31) - N-PORT (fund B) — accession `0002071691-26-008227` (as of 2026-02-28) --- _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 _