# Portfolio overlap — MLLGX vs PFSMX

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

- Shared positions: 8
- MFS Lifetime Income Fund covered by PFG MFS Aggressive Growth Strategy Fund: 0.1241167874246859444024063596
- PFG MFS Aggressive Growth Strategy Fund covered by MFS Lifetime Income Fund: 0.1241167874246859444024063595

## 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 |  |

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