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Holdings (Monthly) Guide ↗

MFS Lifetime 2035 Fund

· Mfs Series Trust Xii
Monthly Holdings $650M AUM 29 positions Period Jan 2026 Filed Mar 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 MFS Government Securities Fund 552982712 Jan 2026 7,444,390 $64.8M 9.96% EC
2 MFS Research Bond Fund 55274K603 Jan 2026 5,941,739 $57.3M 8.81% EC
3 MFS Inflation Adjusted Bond Fund 55274K884 Jan 2026 5,131,344 $46.6M 7.17% EC
4 MFS Blended Research Mid Cap Equity Fund 552743551 Jan 2026 2,861,892 $43.9M 6.75% EC
5 MFS Blended Research International Equity Fund 552987448 Jan 2026 2,181,639 $40.4M 6.22% EC
6 MFS Global Opportunistic Bond Fund 552743882 Jan 2026 4,039,630 $33.2M 5.11% EC
7 MFS High Income Fund 552984684 Jan 2026 8,230,602 $25.9M 3.99% EC
8 MFS Blended Research Value Equity Fund 552746133 Jan 2026 1,565,377 $25.9M 3.98% EC
9 MFS Value Fund 55273H353 Jan 2026 498,902 $25.7M 3.96% EC
10 MFS Blended Research Core Equity Fund 55273W483 Jan 2026 580,689 $23.3M 3.59% EC
11 MFS Research Fund 552981391 Jan 2026 409,806 $23.2M 3.57% EC
12 MFS Blended Research Growth Equity Fund 552743783 Jan 2026 833,365 $23.0M 3.54% EC
13 MFS Growth Fund 552985673 Jan 2026 115,840 $22.8M 3.51% EC
14 MFS Mid Cap Value Fund 55273W475 Jan 2026 682,975 $22.2M 3.41% EC
15 MFS Mid Cap Growth Fund 552987554 Jan 2026 760,358 $21.5M 3.31% EC
16 MFS Research International Fund 55273H361 Jan 2026 738,300 $20.1M 3.10% EC
17 MFS Commodity Strategy Fund 55276T826 Jan 2026 4,918,588 $19.5M 3.00% EC
18 MFS Global Real Estate Fund 552982720 Jan 2026 1,166,717 $19.2M 2.96% EC
19 MFS Emerging Markets Debt Fund 552746364 Jan 2026 1,495,583 $19.2M 2.95% EC
20 MFS Emerging Markets Debt Local Currency Fund 552746323 Jan 2026 2,136,901 $13.1M 2.01% EC
21 MFS International Intrinsic Value Fund 552746349 Jan 2026 217,791 $10.0M 1.54% EC
22 MFS International Growth Fund 552746356 Jan 2026 202,470 $9.9M 1.53% EC
23 MFS Institutional Money Market Portfolio 55291X109 Jan 2026 9,732,715 $9.7M 1.50% EC
24 MFS Blended Research Small Cap Equity Fund 552743684 Jan 2026 609,024 $9.4M 1.45% EC
25 MFS International New Discovery Fund 552981383 Jan 2026 183,090 $6.4M 0.98% EC
26 MFS New Discovery Value Fund 552982696 Jan 2026 267,328 $4.8M 0.73% EC
27 MFS New Discovery Fund 55273H346 Jan 2026 127,801 $4.7M 0.72% EC
28 MFS Ltd Maturity Fund 55274K801 Jan 2026 599,953 $3.5M 0.54% EC
29 MFS Emerging Markets Equity Fund 552746331 Jan 2026 0 $5 0.00% EC