Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | MFS Lifetime 2060 Fund · MFJAX, MFJBX, MFJCX, MFJIX, MFJEX, MFJGX, MFJTX, MFJUX, MFJKX | 100% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Lifetime 2055 Fund · LFIAX, LFIBX, LFICX, LFIIX, LFIRX, LFISX, LFITX, LFIUX, LFIKX | 99% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Lifetime 2050 Fund · MFFSX, MFFRX, MFFDX, MFFIX, MFFMX, MFFNX, MFFOX, MFFPX, MFFKX | 99% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Lifetime 2045 Fund · LTMAX, LTMBX, LTMDX, LTMKX, LTMRX, LTMSX, LTMTX, LTMUX, LTMLX cheaper | 92% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Lifetime 2040 Fund · MLFAX, MLFBX, MLFCX, MLFIX, MLFEX, MLFGX, MLFHX, MLFJX, MLFKX cheaper | 84% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Lifetime 2035 Fund · LFEAX, LFEBX, LFECX, LFEDX, LFERX, LFESX, LFETX, LFEUX, LFEKX cheaper | 64% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Growth Allocation Fund · MAGWX, MAGJX, MBGWX, MCGWX, MGWIX, MAGMX, MGALX, MAGEX, MAGQX | 55% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Aggressive Growth Allocation Fund · MAAGX, MAALX, MBAGX, MCAGX, MIAGX, MAAFX, MAWAX, MAAHX, AGGPX | 55% | 0.67% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Moderate Allocation Fund · MAMAX, MAMJX, MMABX, MMACX, MMAIX, MAMFX, MARRX, MAMHX, MAMPX | 50% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Lifetime 2030 Fund · MLTAX, MLTBX, MLTCX, MLTIX, MLTEX, MLTGX, MLTHX, MLTJX, MLTKX cheaper | 44% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Conservative Allocation Fund · MACFX, MACJX, MACBX, MACVX, MACIX, MACKX, MCARX, MACNX, MACQX | 42% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | PFG MFS Aggressive Growth Strategy Fund · PFSMX diff. adviser | 40% | 2.49% | Pacific Financial Group, LLC |
| 13 | MFS Lifetime Income Fund · MLLAX, MLLBX, MLLCX, MLLIX, MLLEX, MLLGX, MLLHX, MLLJX, MLLKX cheaper | 34% | 0.32% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Lifetime 2025 Fund · LTTBX, LTTCX, LTTIX, LTTRX, LTTSX, LTTTX, LTTUX, LTTAX, LTTKX cheaper | 34% | 0.31% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS International Diversification Fund · MDIDX, MDITX, MDIFX, MDIGX, MDIJX, MDIOX, MDIKX, MDIHX, MDIZX | 16% | 0.73% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS Managed Wealth Fund · MNWAX, MNWBX, MNWCX, MNWIX, MNWRX, MNWSX, MNWTX, MNWUX, MNWZX | 12% | 1.11% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | MFS GOVERNMENT MARKETS INCOME TRUST | 2% | — | — |
| 18 | MFS INTERMEDIATE INCOME TRUST | 2% | — | — |
| 19 | MFS CHARTER INCOME TRUST | 2% | — | — |
| 20 | MFS Government Securities Fund · MGSIX, MFGSX, MFGJX, MFGBX, MFGDX, MFGGX, MGVSX, MFGHX, MFGKX cheaper | 2% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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