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 Growth Allocation Fund · MAGWX, MAGJX, MBGWX, MCGWX, MGWIX, MAGMX, MGALX, MAGEX, MAGQX cheaper | 80% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | PFG MFS Aggressive Growth Strategy Fund · PFSMX diff. adviser | 77% | 2.49% | Pacific Financial Group, LLC |
| 3 | MFS Moderate Allocation Fund · MAMAX, MAMJX, MMABX, MMACX, MMAIX, MAMFX, MARRX, MAMHX, MAMPX cheaper | 60% | 0.56% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Lifetime 2060 Fund · MFJAX, MFJBX, MFJCX, MFJIX, MFJEX, MFJGX, MFJTX, MFJUX, MFJKX cheaper | 55% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Lifetime 2055 Fund · LFIAX, LFIBX, LFICX, LFIIX, LFIRX, LFISX, LFITX, LFIUX, LFIKX cheaper | 55% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Lifetime 2065 Fund · LFTLX, LFTKX, LFTJX, LFTMX, LFTGX, LFTFX, LFTNX, LFTHX cheaper | 55% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Lifetime 2050 Fund · MFFSX, MFFRX, MFFDX, MFFIX, MFFMX, MFFNX, MFFOX, MFFPX, MFFKX cheaper | 55% | 0.43% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Lifetime 2045 Fund · LTMAX, LTMBX, LTMDX, LTMKX, LTMRX, LTMSX, LTMTX, LTMUX, LTMLX cheaper | 50% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Lifetime 2040 Fund · MLFAX, MLFBX, MLFCX, MLFIX, MLFEX, MLFGX, MLFHX, MLFJX, MLFKX cheaper | 45% | 0.42% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Conservative Allocation Fund · MACFX, MACJX, MACBX, MACVX, MACIX, MACKX, MCARX, MACNX, MACQX cheaper | 40% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Lifetime 2035 Fund · LFEAX, LFEBX, LFECX, LFEDX, LFERX, LFESX, LFETX, LFEUX, LFEKX cheaper | 33% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | MFS International Diversification Fund · MDIDX, MDITX, MDIFX, MDIGX, MDIJX, MDIOX, MDIKX, MDIHX, MDIZX | 32% | 0.73% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Managed Wealth Fund · MNWAX, MNWBX, MNWCX, MNWIX, MNWRX, MNWSX, MNWTX, MNWUX, MNWZX | 24% | 1.11% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Lifetime 2030 Fund · MLTAX, MLTBX, MLTCX, MLTIX, MLTEX, MLTGX, MLTHX, MLTJX, MLTKX cheaper | 22% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Lifetime Income Fund · MLLAX, MLLBX, MLLCX, MLLIX, MLLEX, MLLGX, MLLHX, MLLJX, MLLKX cheaper | 17% | 0.32% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS Lifetime 2025 Fund · LTTBX, LTTCX, LTTIX, LTTRX, LTTSX, LTTTX, LTTUX, LTTAX, LTTKX cheaper | 17% | 0.31% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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