# Portfolio overlap — MMAIX vs LFEAX

Comparing **MFS Moderate Allocation Fund** (2026-02-28) and **MFS Lifetime 2035 Fund** (2026-01-31).

- Shared positions: 22
- MFS Moderate Allocation Fund covered by MFS Lifetime 2035 Fund: 0.7302862721166313029323707299
- MFS Lifetime 2035 Fund covered by MFS Moderate Allocation Fund: 0.7302862721166313029323707298

## 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 2035 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS Government Securities Fund | 0.099751 | ✓ |
| MFS Research Bond Fund | 0.088219 | ✓ |
| MFS Inflation Adjusted Bond Fund | 0.071840 | ✓ |
| MFS Blended Research Mid Cap Equity Fund | 0.067572 |  |
| MFS Blended Research International Equity Fund | 0.062296 |  |
| MFS Global Opportunistic Bond Fund | 0.051143 | ✓ |
| MFS High Income Fund | 0.039931 | ✓ |
| MFS Blended Research Value Equity Fund | 0.039829 |  |
| MFS-VALUE-R6 | 0.039619 | ✓ |
| MFS Blended Research Core Equity Fund | 0.035900 |  |
| MFS-RESEAR-R6 | 0.035787 | ✓ |
| MFS Blended Research Growth Equity Fund | 0.035413 |  |
| MFS Growth Fund | 0.035130 | ✓ |
| MFS Mid Cap Value Fund | 0.034134 | ✓ |
| MFS Mid Cap Growth Fund | 0.033095 | ✓ |
| MFS-RSCH IN-R6 | 0.031020 | ✓ |
| MFS Commodity Strategy Fund | 0.029999 | ✓ |
| MFS-GL RL ES-R5 | 0.029632 | ✓ |
| MFS Emerging Markets Debt Fund | 0.029507 | ✓ |
| MFS Emerging Markets Debt Local Currency Fund | 0.020175 | ✓ |
| MFS International Intrinsic Value Fund | 0.015390 | ✓ |
| MFS-INTL GRW-R6 | 0.015299 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.014993 | ✓ |
| MFS Blended Research Small Cap Equity Fund | 0.014520 |  |
| MFS-INT N D-R6 | 0.009836 | ✓ |
| MFS New Discovery Value Fund | 0.007321 | ✓ |
| MFS New Discovery Fund | 0.007198 | ✓ |
| MFS Ltd Maturity Fund | 0.005452 |  |
| MFS Emerging Markets Equity Fund | 0.000000 | ✓ |


## 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 `0001410368-26-032762` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1330967/000141036826032762/0001410368-26-032762-index.htm>

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