Holdings of MFS Lifetime 2065 Fund
MFS SERIES TRUST XII
· 24 declared positions · as of Apr 30, 2026
Original filing · Net assets
52.4M
$ · Ten largest lines: 62.7 % of the equity sleeve
Sector breakdown
- Funds 12.1 %
- Unattributed 87.9 %
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 | 52.4M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| MFS Blended Research International Equity Fund | 307,063 | 5.8M $ | 11.15 % |
| MFS Blended Research Mid Cap Equity Fund | 324,694 | 5.3M $ | 10.02 % |
| MFS Blended Research Value Equity Fund | 166,101 | 2.9M $ | 5.53 % |
| MFS Value Fund | 54,860 | 2.9M $ | 5.50 % |
| MFS Growth Fund | 13,623 | 2.7M $ | 5.25 % |
| MFS Blended Research Growth Equity Fund | 95,972 | 2.7M $ | 5.18 % |
| MFS Commodity Strategy Fund | 588,173 | 2.7M $ | 5.10 % |
| MFS Mid Cap Growth Fund | 91,087 | 2.6M $ | 5.03 % |
| MFS Global Real Estate Fund | 151,413 | 2.6M $ | 4.99 % |
| MFS Mid Cap Value Fund | 77,930 | 2.6M $ | 4.97 % |
| MFS Blended Research Core Equity Fund | 57,872 | 2.4M $ | 4.62 % |
| MFS Research Fund | 41,571 | 2.4M $ | 4.59 % |
| MFS International New Discovery Fund | 59,852 | 2.1M $ | 4.04 % |
| MFS Research International Fund | 76,994 | 2.1M $ | 4.04 % |
| MFS International Intrinsic Equity Fund | 39,957 | 1.8M $ | 3.51 % |
| MFS International Growth Fund | 38,126 | 1.8M $ | 3.50 % |
| MFS Blended Research Small Cap Equity Fund | 79,443 | 1.3M $ | 2.55 % |
| MFS Inflation Adjusted Bond Fund | 141,110 | 1.3M $ | 2.47 % |
| MFS Research Bond Fund | 134,820 | 1.3M $ | 2.46 % |
| MFS New Discovery Fund | 17,387 | 659.1K $ | 1.26 % |
| MFS New Discovery Value Fund | 35,319 | 652.3K $ | 1.25 % |
| MFS Blended Research Emerging Markets Equity Fund | 25,844 | 547.1K $ | 1.04 % |
| MFS Emerging Markets Equity Fund | 10,646 | 534.9K $ | 1.02 % |
| MFS Institutional Money Market Portfolio | 524,157 | 524.2K $ | 1.00 % |