# Portfolio overlap — MLTCX vs MLLAX

Comparing **MFS Lifetime 2030 Fund** (2026-01-31) and **MFS Lifetime Income Fund** (2026-01-31).

- Shared positions: 27
- MFS Lifetime 2030 Fund covered by MFS Lifetime Income Fund: 0.8582122523340671562128427328
- MFS Lifetime Income Fund covered by MFS Lifetime 2030 Fund: 0.8582122523340671562128427328

## MFS Lifetime 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Research Bond Fund | 0.147985 | ✓ |
| MFS Ltd Maturity Fund | 0.106310 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.100359 | ✓ |
| MFS Government Securities Fund | 0.100031 | ✓ |
| MFS Global Opportunistic Bond Fund | 0.070090 | ✓ |
| MFS Blended Research International Equity Fund | 0.042206 | ✓ |
| MFS Blended Research Mid Cap Equity Fund | 0.038704 | ✓ |
| MFS High Income Fund | 0.038616 | ✓ |
| MFS Blended Research Value Equity Fund | 0.029549 | ✓ |
| MFS-VALUE-R6 | 0.029458 | ✓ |
| MFS Blended Research Core Equity Fund | 0.025891 | ✓ |
| MFS-RESEAR-R6 | 0.025805 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.025603 | ✓ |
| MFS Growth Fund | 0.025424 | ✓ |
| MFS-RSCH IN-R6 | 0.021279 | ✓ |
| MFS-GL RL ES-R5 | 0.020102 | ✓ |
| MFS Commodity Strategy Fund | 0.020047 | ✓ |
| MFS Mid Cap Value Fund | 0.019559 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.019491 | ✓ |
| MFS Emerging Markets Debt Fund | 0.019457 | ✓ |
| MFS Mid Cap Growth Fund | 0.019081 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014864 | ✓ |
| MFS International Intrinsic Value Fund | 0.010324 | ✓ |
| MFS-INTL GRW-R6 | 0.010279 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.009751 | ✓ |
| MFS New Discovery Value Fund | 0.004899 | ✓ |
| MFS New Discovery Fund | 0.004835 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032767` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032767/0001410368-26-032767-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032768` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032768/0001410368-26-032768-index.htm>

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