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Holdings (Monthly) Guide ↗

MFS Lifetime 2045 Fund

· Mfs Series Trust Xii
Monthly Holdings $572M AUM 28 positions Period Jan 2026 Filed Mar 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 MFS Blended Research International Equity Fund 552987448 Jan 2026 3,117,600 $57.8M 10.11% EC
2 MFS Blended Research Mid Cap Equity Fund 552743551 Jan 2026 3,496,274 $53.6M 9.38% EC
3 MFS Blended Research Value Equity Fund 552746133 Jan 2026 1,830,827 $30.2M 5.29% EC
4 MFS Value Fund 55273H353 Jan 2026 581,550 $30.0M 5.25% EC
5 MFS Blended Research Growth Equity Fund 552743783 Jan 2026 986,377 $27.2M 4.76% EC
6 MFS Mid Cap Value Fund 55273W475 Jan 2026 834,071 $27.1M 4.74% EC
7 MFS Growth Fund 552985673 Jan 2026 137,376 $27.0M 4.73% EC
8 MFS Commodity Strategy Fund 55276T826 Jan 2026 6,688,558 $26.5M 4.63% EC
9 MFS Blended Research Core Equity Fund 55273W483 Jan 2026 656,965 $26.4M 4.61% EC
10 MFS Research Fund 552981391 Jan 2026 463,828 $26.3M 4.60% EC
11 MFS Mid Cap Growth Fund 552987554 Jan 2026 925,010 $26.1M 4.57% EC
12 MFS Global Real Estate Fund 552982720 Jan 2026 1,551,458 $25.6M 4.48% EC
13 MFS Research International Fund 55273H361 Jan 2026 816,546 $22.3M 3.90% EC
14 MFS Inflation Adjusted Bond Fund 55274K884 Jan 2026 2,380,499 $21.6M 3.79% EC
15 MFS International Intrinsic Value Fund 552746349 Jan 2026 381,150 $17.5M 3.06% EC
16 MFS International Growth Fund 552746356 Jan 2026 353,164 $17.3M 3.03% EC
17 MFS International New Discovery Fund 552981383 Jan 2026 495,240 $17.3M 3.02% EC
18 MFS Research Bond Fund 55274K603 Jan 2026 1,352,082 $13.0M 2.28% EC
19 MFS Blended Research Small Cap Equity Fund 552743684 Jan 2026 816,954 $12.6M 2.21% EC
20 MFS High Income Fund 552984684 Jan 2026 3,779,044 $11.9M 2.08% EC
21 MFS Emerging Markets Debt Fund 552746364 Jan 2026 700,282 $9.0M 1.57% EC
22 MFS Global Opportunistic Bond Fund 552743882 Jan 2026 1,088,379 $8.9M 1.57% EC
23 MFS Institutional Money Market Portfolio 55291X109 Jan 2026 8,438,944 $8.4M 1.48% EC
24 MFS New Discovery Value Fund 552982696 Jan 2026 359,020 $6.4M 1.12% EC
25 MFS New Discovery Fund 55273H346 Jan 2026 171,515 $6.3M 1.10% EC
26 MFS Emerging Markets Debt Local Currency Fund 552746323 Jan 2026 982,445 $6.0M 1.05% EC
27 MFS Blended Research Emerging Markets Equity Fund 552987240 Jan 2026 225,039 $4.4M 0.78% EC
28 MFS Emerging Markets Equity Fund 552746331 Jan 2026 90,765 $4.4M 0.76% EC