Holdings of MFS Lifetime 2055 Fund
MFS SERIES TRUST XII
· 24 declared positions · as of Apr 30, 2026
Original filing · Net assets 453.1M $ · Ten largest lines: 62.7 % of the equity sleeve
Sector breakdown
- Funds 12.0 %
- Unattributed 88.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 24 | 453.1M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| MFS Blended Research International Equity Fund | 2,654,795 | 50.5M $ | 11.14 % |
| MFS Blended Research Mid Cap Equity Fund | 2,820,502 | 45.6M $ | 10.07 % |
| MFS Blended Research Value Equity Fund | 1,436,914 | 25M $ | 5.53 % |
| MFS Value Fund | 469,621 | 24.6M $ | 5.44 % |
| MFS Growth Fund | 118,556 | 23.9M $ | 5.28 % |
| MFS Blended Research Growth Equity Fund | 835,749 | 23.6M $ | 5.22 % |
| MFS Mid Cap Growth Fund | 788,783 | 22.8M $ | 5.03 % |
| MFS Commodity Strategy Fund | 5,017,751 | 22.8M $ | 5.03 % |
| MFS Global Real Estate Fund | 1,319,088 | 22.8M $ | 5.02 % |
| MFS Mid Cap Value Fund | 670,787 | 22.4M $ | 4.95 % |
| MFS Blended Research Core Equity Fund | 507,406 | 21.2M $ | 4.68 % |
| MFS Research Fund | 364,150 | 21.1M $ | 4.65 % |
| MFS International New Discovery Fund | 517,434 | 18.3M $ | 4.04 % |
| MFS Research International Fund | 659,946 | 18.1M $ | 4.00 % |
| MFS International Intrinsic Equity Fund | 344,130 | 15.9M $ | 3.50 % |
| MFS International Growth Fund | 327,566 | 15.8M $ | 3.48 % |
| MFS Blended Research Small Cap Equity Fund | 695,214 | 11.7M $ | 2.57 % |
| MFS Inflation Adjusted Bond Fund | 1,197,489 | 11M $ | 2.42 % |
| MFS Research Bond Fund | 1,138,614 | 10.9M $ | 2.40 % |
| MFS New Discovery Fund | 151,429 | 5.7M $ | 1.27 % |
| MFS New Discovery Value Fund | 306,626 | 5.7M $ | 1.25 % |
| MFS Blended Research Emerging Markets Equity Fund | 224,074 | 4.7M $ | 1.05 % |
| MFS Emerging Markets Equity Fund | 93,002 | 4.7M $ | 1.03 % |
| MFS Institutional Money Market Portfolio | 4,377,294 | 4.4M $ | 0.97 % |