# Portfolio overlap — MMACX vs MLLAX

Comparing **MFS Moderate Allocation Fund** (2026-02-28) and **MFS Lifetime Income Fund** (2026-01-31).

- Shared positions: 20
- MFS Moderate Allocation Fund covered by MFS Lifetime Income Fund: 0.5167834411931211854722224097
- MFS Lifetime Income Fund covered by MFS Moderate Allocation Fund: 0.5167834411931211854722224096

## MFS Moderate Allocation Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Government Securities Fund | 0.098594 | ✓ |
| MFS Research Bond Fund | 0.085645 | ✓ |
| MFS-VALUE-R6 | 0.081665 | ✓ |
| MFS Mid Cap Value Fund | 0.071724 | ✓ |
| MFS-RESEAR-R6 | 0.071346 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.070285 | ✓ |
| MFS Growth Fund | 0.067671 | ✓ |
| MFS Mid Cap Growth Fund | 0.066647 | ✓ |
| MFS-RSCH IN-R6 | 0.054382 | ✓ |
| MFS Global Opportunistic Bond Fund | 0.050246 | ✓ |
| MFS High Income Fund | 0.039669 | ✓ |
| MFS Commodity Strategy Fund | 0.031355 | ✓ |
| MFS-GL RL ES-R5 | 0.031233 | ✓ |
| MFS Emerging Markets Debt Fund | 0.030161 | ✓ |
| MFS International Intrinsic Value Fund | 0.021727 | ✓ |
| MFS-INTL LCV-R6 | 0.021583 |  |
| MFS-INTL GRW-R6 | 0.021420 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.020255 | ✓ |
| MFS New Discovery Value Fund | 0.015165 | ✓ |
| MFS New Discovery Fund | 0.014816 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.012705 | ✓ |
| MFS Emerging Markets Equity Fund | 0.010861 |  |
| MFS-INT N D-R6 | 0.010845 |  |

## 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 `0001410368-26-040054` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000141036826040054/0001410368-26-040054-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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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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