# Portfolio overlap — MLTCX vs PFSMX

Comparing **MFS Lifetime 2030 Fund** (2026-01-31) and **PFG MFS Aggressive Growth Strategy Fund** (2026-01-31).

- Shared positions: 8
- MFS Lifetime 2030 Fund covered by PFG MFS Aggressive Growth Strategy Fund: 0.1709876332950084569594455340
- PFG MFS Aggressive Growth Strategy Fund covered by MFS Lifetime 2030 Fund: 0.1709876332950084569594455339

## 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 |  |

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