# Portfolio overlap — MLLAX vs LFEAX

Comparing **MFS Lifetime Income Fund** (2026-01-31) and **MFS Lifetime 2035 Fund** (2026-01-31).

- Shared positions: 27
- MFS Lifetime Income Fund covered by MFS Lifetime 2035 Fund: 0.6498954860053562245007596382
- MFS Lifetime 2035 Fund covered by MFS Lifetime Income Fund: 0.6498954860053562245007596382

## 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 | ✓ |

## MFS Lifetime 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Government Securities Fund | 0.099751 | ✓ |
| MFS Research Bond Fund | 0.088219 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.071840 | ✓ |
| MFS Blended Research Mid Cap Equity Fund | 0.067572 | ✓ |
| MFS Blended Research International Equity Fund | 0.062296 | ✓ |
| MFS Global Opportunistic Bond Fund | 0.051143 | ✓ |
| MFS High Income Fund | 0.039931 | ✓ |
| MFS Blended Research Value Equity Fund | 0.039829 | ✓ |
| MFS-VALUE-R6 | 0.039619 | ✓ |
| MFS Blended Research Core Equity Fund | 0.035900 | ✓ |
| MFS-RESEAR-R6 | 0.035787 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.035413 | ✓ |
| MFS Growth Fund | 0.035130 | ✓ |
| MFS Mid Cap Value Fund | 0.034134 | ✓ |
| MFS Mid Cap Growth Fund | 0.033095 | ✓ |
| MFS-RSCH IN-R6 | 0.031020 | ✓ |
| MFS Commodity Strategy Fund | 0.029999 | ✓ |
| MFS-GL RL ES-R5 | 0.029632 | ✓ |
| MFS Emerging Markets Debt Fund | 0.029507 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.020175 | ✓ |
| MFS International Intrinsic Value Fund | 0.015390 | ✓ |
| MFS-INTL GRW-R6 | 0.015299 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014993 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.014520 | ✓ |
| MFS-INT N D-R6 | 0.009836 |  |
| MFS New Discovery Value Fund | 0.007321 | ✓ |
| MFS New Discovery Fund | 0.007198 | ✓ |
| MFS Ltd Maturity Fund | 0.005452 | ✓ |
| MFS Emerging Markets Equity Fund | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032768` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032768/0001410368-26-032768-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032762` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032762/0001410368-26-032762-index.htm>

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