# Portfolio overlap — MNWRX vs MLLAX

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

- Shared positions: 3
- MFS Managed Wealth Fund covered by MFS Lifetime Income Fund: 0.05077389990571802058847044075
- MFS Lifetime Income Fund covered by MFS Managed Wealth Fund: 0.05077389990571802058847044075

## MFS Managed Wealth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MFS-INTL EQ-R6 | 0.311455 |  |
| MFS-VALUE-R6 | 0.310428 | ✓ |
| MFS Growth Fund | 0.288087 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.061241 | ✓ |
| US TREASURY N/B | 0.009272 |  |
| US TREASURY N/B | 0.009259 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.004387 |  |
| S+P 500 INDEX | 0.003215 |  |
| US TREASURY N/B | 0.002656 |  |

## 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 `0001410368-26-040066` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000141036826040066/0001410368-26-040066-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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