Holdings (Monthly)
Guide ↗
MFS Lifetime 2050 Fund
· Mfs Series Trust Xii| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Blended Research International Equity Fund | 552987448 | Jan 2026 | 3,898,201 | $72.3M | 11.40% | EC |
| 2 | MFS Blended Research Mid Cap Equity Fund | 552743551 | Jan 2026 | 4,067,421 | $62.4M | 9.83% | EC |
| 3 | MFS Blended Research Value Equity Fund | 552746133 | Jan 2026 | 2,124,012 | $35.1M | 5.53% | EC |
| 4 | MFS Value Fund | 55273H353 | Jan 2026 | 676,016 | $34.9M | 5.50% | EC |
| 5 | MFS Commodity Strategy Fund | 55276T826 | Jan 2026 | 8,191,989 | $32.4M | 5.12% | EC |
| 6 | MFS Blended Research Growth Equity Fund | 552743783 | Jan 2026 | 1,156,871 | $31.9M | 5.03% | EC |
| 7 | MFS Growth Fund | 552985673 | Jan 2026 | 160,870 | $31.7M | 4.99% | EC |
| 8 | MFS Global Real Estate Fund | 552982720 | Jan 2026 | 1,914,389 | $31.6M | 4.98% | EC |
| 9 | MFS Mid Cap Value Fund | 55273W475 | Jan 2026 | 970,543 | $31.5M | 4.97% | EC |
| 10 | MFS Mid Cap Growth Fund | 552987554 | Jan 2026 | 1,078,603 | $30.5M | 4.81% | EC |
| 11 | MFS Blended Research Core Equity Fund | 55273W483 | Jan 2026 | 731,040 | $29.3M | 4.63% | EC |
| 12 | MFS Research Fund | 552981391 | Jan 2026 | 515,341 | $29.2M | 4.61% | EC |
| 13 | MFS Research International Fund | 55273H361 | Jan 2026 | 960,791 | $26.2M | 4.13% | EC |
| 14 | MFS International New Discovery Fund | 552981383 | Jan 2026 | 735,604 | $25.7M | 4.05% | EC |
| 15 | MFS International Intrinsic Value Fund | 552746349 | Jan 2026 | 492,772 | $22.6M | 3.57% | EC |
| 16 | MFS International Growth Fund | 552746356 | Jan 2026 | 457,520 | $22.4M | 3.54% | EC |
| 17 | MFS Inflation Adjusted Bond Fund | 55274K884 | Jan 2026 | 1,782,471 | $16.2M | 2.55% | EC |
| 18 | MFS Blended Research Small Cap Equity Fund | 552743684 | Jan 2026 | 1,000,403 | $15.5M | 2.44% | EC |
| 19 | MFS Research Bond Fund | 55274K603 | Jan 2026 | 1,313,021 | $12.7M | 2.00% | EC |
| 20 | MFS Institutional Money Market Portfolio | 55291X109 | Jan 2026 | 9,436,452 | $9.4M | 1.49% | EC |
| 21 | MFS New Discovery Value Fund | 552982696 | Jan 2026 | 438,778 | $7.8M | 1.23% | EC |
| 22 | MFS New Discovery Fund | 55273H346 | Jan 2026 | 210,028 | $7.7M | 1.21% | EC |
| 23 | MFS Blended Research Emerging Markets Equity Fund | 552987240 | Jan 2026 | 334,359 | $6.6M | 1.04% | EC |
| 24 | MFS Emerging Markets Equity Fund | 552746331 | Jan 2026 | 135,314 | $6.5M | 1.03% | EC |
| 25 | MFS High Income Fund | 552984684 | Jan 2026 | 220,227 | $694K | 0.11% | EC |
| 26 | MFS Emerging Markets Debt Fund | 552746364 | Jan 2026 | 40,855 | $523K | 0.08% | EC |
| 27 | MFS Global Opportunistic Bond Fund | 552743882 | Jan 2026 | 63,526 | $522K | 0.08% | EC |
| 28 | MFS Emerging Markets Debt Local Currency Fund | 552746323 | Jan 2026 | 57,444 | $352K | 0.06% | EC |