# Portfolio overlap — MLTHX vs MFJAX

Comparing **MFS Lifetime 2030 Fund** (2026-01-31) and **MFS Lifetime 2060 Fund** (2026-01-31).

- Shared positions: 21
- MFS Lifetime 2030 Fund covered by MFS Lifetime 2060 Fund: 0.4427853077391401567872624482
- MFS Lifetime 2060 Fund covered by MFS Lifetime 2030 Fund: 0.4427853077391401567872624482

## 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 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Blended Research International Equity Fund | 0.114052 | ✓ |
| MFS Blended Research Mid Cap Equity Fund | 0.098332 | ✓ |
| MFS Blended Research Value Equity Fund | 0.055269 | ✓ |
| MFS-VALUE-R6 | 0.055114 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.051167 | ✓ |
| MFS Growth Fund | 0.050792 | ✓ |
| MFS Commodity Strategy Fund | 0.050474 | ✓ |
| MFS-GL RL ES-R5 | 0.050224 | ✓ |
| MFS Mid Cap Value Fund | 0.049666 | ✓ |
| MFS Mid Cap Growth Fund | 0.048423 | ✓ |
| MFS Blended Research Core Equity Fund | 0.046686 | ✓ |
| MFS-RESEAR-R6 | 0.046504 | ✓ |
| MFS-RSCH IN-R6 | 0.041288 | ✓ |
| MFS-INT N D-R6 | 0.040996 |  |
| MFS International Intrinsic Value Fund | 0.035809 | ✓ |
| MFS-INTL GRW-R6 | 0.035631 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.025062 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.024376 | ✓ |
| MFS Research Bond Fund | 0.020164 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014761 | ✓ |
| MFS New Discovery Value Fund | 0.012261 | ✓ |
| MFS New Discovery Fund | 0.012096 | ✓ |
| MFS Blended Research Emerging Markets Equity Fund | 0.010464 |  |
| MFS Emerging Markets Equity Fund | 0.010386 |  |


## 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 `0001410368-26-032758` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032758/0001410368-26-032758-index.htm>

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