# Portfolio overlap — MLFKX vs PFSMX

Comparing **MFS Lifetime 2040 Fund** (2026-01-31) and **PFG MFS Aggressive Growth Strategy Fund** (2026-01-31).

- Shared positions: 9
- MFS Lifetime 2040 Fund covered by PFG MFS Aggressive Growth Strategy Fund: 0.3476073851926192044643436068
- PFG MFS Aggressive Growth Strategy Fund covered by MFS Lifetime 2040 Fund: 0.3476073851926192044643436068

## 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 |  |

## PFG MFS Aggressive Growth Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS-VALUE-R6 | 0.121193 | ✓ |
| MFS Growth Fund | 0.117384 | ✓ |
| MFS-RESEAR-R6 | 0.110574 | ✓ |
| MFS Mid Cap Value Fund | 0.100102 | ✓ |
| MFS Mid Cap Growth Fund | 0.096191 | ✓ |
| MFS-RSCH IN-R6 | 0.080250 | ✓ |
| MFS-INTL LCV-R6 | 0.051310 |  |
| MFS-GL RL ES-R5 | 0.050967 | ✓ |
| iShares GSCI Commodity Dynamic Roll Strategy ETF | 0.050407 |  |
| MFS-INTL GRW-R6 | 0.049874 | ✓ |
| MFS-INTL EQ-R6 | 0.049554 |  |
| State Street SPDR Portfolio Emerging Markets ETF | 0.029512 |  |
| VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND | 0.024864 |  |
| Vanguard Small-Cap Growth ETF | 0.023892 |  |
| SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND | 0.020802 |  |
| MFS-INT N D-R6 | 0.018903 | ✓ |
| BlackRock Liquidity FedFund - Institutional Class | 0.004223 |  |


## 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 `0000910472-26-004373` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1314414/000091047226004373/0000910472-26-004373-index.htm>

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