Holdings of MFS Lifetime 2060 Fund
MFS SERIES TRUST XII
· 24 declared positions · as of Apr 30, 2026
Original filing · Net assets 272.3M $ · 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 | 272.3M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| MFS Blended Research International Equity Fund | 1,591,640 | 30.3M $ | 11.11 % |
| MFS Blended Research Mid Cap Equity Fund | 1,690,981 | 27.3M $ | 10.04 % |
| MFS Blended Research Value Equity Fund | 862,813 | 15M $ | 5.52 % |
| MFS Value Fund | 282,542 | 14.8M $ | 5.45 % |
| MFS Growth Fund | 71,662 | 14.5M $ | 5.31 % |
| MFS Blended Research Growth Equity Fund | 505,381 | 14.3M $ | 5.25 % |
| MFS Mid Cap Growth Fund | 472,828 | 13.7M $ | 5.02 % |
| MFS Global Real Estate Fund | 790,696 | 13.6M $ | 5.01 % |
| MFS Commodity Strategy Fund | 3,004,192 | 13.6M $ | 5.01 % |
| MFS Mid Cap Value Fund | 403,308 | 13.5M $ | 4.95 % |
| MFS Blended Research Core Equity Fund | 305,120 | 12.8M $ | 4.68 % |
| MFS Research Fund | 218,989 | 12.7M $ | 4.65 % |
| MFS International New Discovery Fund | 310,441 | 11M $ | 4.03 % |
| MFS Research International Fund | 396,320 | 10.9M $ | 4.00 % |
| MFS International Intrinsic Equity Fund | 206,485 | 9.5M $ | 3.49 % |
| MFS International Growth Fund | 196,625 | 9.5M $ | 3.48 % |
| MFS Blended Research Small Cap Equity Fund | 418,344 | 7M $ | 2.58 % |
| MFS Inflation Adjusted Bond Fund | 720,932 | 6.6M $ | 2.43 % |
| MFS Research Bond Fund | 686,083 | 6.6M $ | 2.41 % |
| MFS New Discovery Fund | 91,055 | 3.5M $ | 1.27 % |
| MFS New Discovery Value Fund | 184,210 | 3.4M $ | 1.25 % |
| MFS Blended Research Emerging Markets Equity Fund | 135,482 | 2.9M $ | 1.05 % |
| MFS Emerging Markets Equity Fund | 56,063 | 2.8M $ | 1.03 % |
| MFS Institutional Money Market Portfolio | 2,667,068 | 2.7M $ | 0.98 % |