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LFEAX vs LFIAX

Shared holdings
23
LFEAX covered by LFIAX
63.86%
LFIAX covered by LFEAX
63.86%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LFEAX (Jan. 31, 2026)

SecurityWeight
MFS Government Securities Fund9.98%
MFS Research Bond Fund8.82%
MFS Inflation Adjusted Bond Fund7.18%
MFS Blended Research Mid Cap Equity Fund6.76%
MFS Blended Research International Equity Fund6.23%
MFS Global Opportunistic Bond Fund5.11%
MFS High Income Fund3.99%
MFS Blended Research Value Equity Fund3.98%
MFS-VALUE-R63.96%
MFS Blended Research Core Equity Fund3.59%
MFS-RESEAR-R63.58%
MFS Blended Research Growth Equity Fund3.54%
MFS Growth Fund3.51%
MFS Mid Cap Value Fund3.41%
MFS Mid Cap Growth Fund3.31%
MFS-RSCH IN-R63.10%
MFS Commodity Strategy Fund3.00%
MFS-GL RL ES-R52.96%
MFS Emerging Markets Debt Fund2.95%
MFS Emerging Markets Debt Local Currency Fund2.02%
MFS International Intrinsic Value Fund1.54%
MFS-INTL GRW-R61.53%
MFS Institutional Money Market Portfolio, Class A1.50%
MFS Blended Research Small Cap Equity Fund1.45%
MFS-INT N D-R60.98%
MFS New Discovery Value Fund0.73%
MFS New Discovery Fund0.72%
MFS Ltd Maturity Fund0.55%
MFS Emerging Markets Equity Fund0.00%

LFIAX (Jan. 31, 2026)

SecurityWeight
MFS Blended Research International Equity Fund11.45%
MFS Blended Research Mid Cap Equity Fund9.88%
MFS Blended Research Value Equity Fund5.55%
MFS-VALUE-R65.49%
MFS Commodity Strategy Fund5.22%
MFS Blended Research Growth Equity Fund5.04%
MFS Mid Cap Value Fund5.00%
MFS Growth Fund5.00%
MFS-GL RL ES-R54.99%
MFS Mid Cap Growth Fund4.80%
MFS Blended Research Core Equity Fund4.61%
MFS-RESEAR-R64.59%
MFS-RSCH IN-R64.14%
MFS-INT N D-R64.09%
MFS International Intrinsic Value Fund3.59%
MFS-INTL GRW-R63.55%
MFS Inflation Adjusted Bond Fund2.48%
MFS Blended Research Small Cap Equity Fund2.48%
MFS Research Bond Fund2.00%
MFS Institutional Money Market Portfolio, Class A1.47%
MFS New Discovery Value Fund1.26%
MFS New Discovery Fund1.23%
MFS Blended Research Emerging Markets Equity Fund1.06%
MFS Emerging Markets Equity Fund1.04%

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