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LFTMX vs PFSMX

Shared holdings
9
LFTMX covered by PFSMX
39.61%
PFSMX covered by LFTMX
39.61%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 24 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LFTMX (Jan. 31, 2026)

SecurityWeight
MFS Blended Research International Equity Fund11.32%
MFS Blended Research Mid Cap Equity Fund9.89%
MFS Blended Research Value Equity Fund5.52%
MFS-VALUE-R65.51%
MFS Blended Research Growth Equity Fund5.12%
MFS Growth Fund5.09%
MFS Commodity Strategy Fund5.08%
MFS-GL RL ES-R55.02%
MFS Mid Cap Value Fund4.98%
MFS Mid Cap Growth Fund4.85%
MFS Blended Research Core Equity Fund4.65%
MFS-RESEAR-R64.63%
MFS-RSCH IN-R64.11%
MFS-INT N D-R64.06%
MFS International Intrinsic Value Fund3.55%
MFS-INTL GRW-R63.53%
MFS Inflation Adjusted Bond Fund2.51%
MFS Blended Research Small Cap Equity Fund2.46%
MFS Research Bond Fund2.09%
MFS Institutional Money Market Portfolio, Class A1.51%
MFS New Discovery Value Fund1.24%
MFS New Discovery Fund1.22%
MFS Blended Research Emerging Markets Equity Fund1.04%
MFS Emerging Markets Equity Fund1.03%

PFSMX (Jan. 31, 2026)

SecurityWeight
MFS-VALUE-R612.12%
MFS Growth Fund11.74%
MFS-RESEAR-R611.06%
MFS Mid Cap Value Fund10.01%
MFS Mid Cap Growth Fund9.62%
MFS-RSCH IN-R68.02%
MFS-INTL LCV-R65.13%
MFS-GL RL ES-R55.10%
iShares GSCI Commodity Dynamic Roll Strategy ETF5.04%
MFS-INTL GRW-R64.99%
MFS-INTL EQ-R64.96%
State Street SPDR Portfolio Emerging Markets ETF2.95%
VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND2.49%
Vanguard Small-Cap Growth ETF2.39%
SCHWAB INTL SMALL-CAP EQUITY MUTUAL FUND2.08%
MFS-INT N D-R61.89%
BlackRock Liquidity FedFund - Institutional Class0.42%

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