Titelia

Holdings of MFS Lifetime 2040 Fund

MFS SERIES TRUST XII · 29 declared positions · as of Apr 30, 2026

Original filing · Net assets 834.3M $ · Ten largest lines: 55.4 % of the equity sleeve

Sector breakdown

  • Funds 8.9 %
  • Unattributed 91.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US29833.3M $100.00 %

Positions

CompanySharesValueWeight
MFS Blended Research Mid Cap Equity Fund 4,610,41674.6M $8.94 %
MFS Blended Research International Equity Fund 3,733,41771M $8.51 %
MFS Inflation Adjusted Bond Fund 4,570,29441.9M $5.02 %
MFS Blended Research Value Equity Fund 2,379,45041.5M $4.97 %
MFS Value Fund 774,65940.6M $4.87 %
MFS Growth Fund 194,08839.1M $4.69 %
MFS Blended Research Growth Equity Fund 1,370,41238.8M $4.65 %
MFS Blended Research Core Equity Fund 922,01838.5M $4.62 %
MFS Research Fund 661,74038.3M $4.59 %
MFS Mid Cap Growth Fund 1,288,30137.2M $4.46 %
MFS Mid Cap Value Fund 1,095,82536.6M $4.39 %
MFS Global Real Estate Fund 1,914,96933.1M $3.96 %
MFS Commodity Strategy Fund 7,231,69432.8M $3.94 %
MFS High Income Fund 10,343,75632.2M $3.86 %
MFS Research International Fund 1,072,41929.5M $3.53 %
MFS Research Bond Fund 2,975,65128.4M $3.41 %
MFS Global Opportunistic Bond Fund 3,155,89325.6M $3.06 %
MFS Emerging Markets Debt Fund 1,914,17224.3M $2.91 %
MFS International Intrinsic Equity Fund 443,93020.5M $2.45 %
MFS International Growth Fund 422,04120.3M $2.44 %
MFS Blended Research Small Cap Equity Fund 1,004,53016.9M $2.02 %
MFS International New Discovery Fund 460,82416.3M $1.95 %
MFS Emerging Markets Debt Local Currency Fund 2,705,88816.1M $1.93 %
MFS New Discovery Fund 218,9248.3M $0.99 %
MFS New Discovery Value Fund 444,3478.2M $0.98 %
MFS Government Securities Fund 885,7737.6M $0.91 %
MFS Institutional Money Market Portfolio 7,404,1067.4M $0.89 %
MFS Blended Research Emerging Markets Equity Fund 185,7783.9M $0.47 %
MFS Emerging Markets Equity Fund 77,2683.9M $0.47 %