Holdings (Monthly)
Guide ↗
MFS Lifetime 2055 Fund
· Mfs Series Trust Xii| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Blended Research International Equity Fund | 552987448 | Jan 2026 | 2,802,377 | $52.0M | 11.45% | EC |
| 2 | MFS Blended Research Mid Cap Equity Fund | 552743551 | Jan 2026 | 2,925,648 | $44.9M | 9.88% | EC |
| 3 | MFS Blended Research Value Equity Fund | 552746133 | Jan 2026 | 1,525,015 | $25.2M | 5.55% | EC |
| 4 | MFS Value Fund | 55273H353 | Jan 2026 | 483,236 | $24.9M | 5.49% | EC |
| 5 | MFS Commodity Strategy Fund | 55276T826 | Jan 2026 | 5,982,219 | $23.7M | 5.22% | EC |
| 6 | MFS Blended Research Growth Equity Fund | 552743783 | Jan 2026 | 828,541 | $22.9M | 5.04% | EC |
| 7 | MFS Mid Cap Value Fund | 55273W475 | Jan 2026 | 698,667 | $22.7M | 5.00% | EC |
| 8 | MFS Growth Fund | 552985673 | Jan 2026 | 115,143 | $22.7M | 5.00% | EC |
| 9 | MFS Global Real Estate Fund | 552982720 | Jan 2026 | 1,372,403 | $22.6M | 4.99% | EC |
| 10 | MFS Mid Cap Growth Fund | 552987554 | Jan 2026 | 770,802 | $21.8M | 4.80% | EC |
| 11 | MFS Blended Research Core Equity Fund | 55273W483 | Jan 2026 | 520,950 | $20.9M | 4.61% | EC |
| 12 | MFS Research Fund | 552981391 | Jan 2026 | 367,285 | $20.8M | 4.59% | EC |
| 13 | MFS Research International Fund | 55273H361 | Jan 2026 | 688,876 | $18.8M | 4.14% | EC |
| 14 | MFS International New Discovery Fund | 552981383 | Jan 2026 | 531,797 | $18.5M | 4.09% | EC |
| 15 | MFS International Intrinsic Value Fund | 552746349 | Jan 2026 | 354,704 | $16.3M | 3.59% | EC |
| 16 | MFS International Growth Fund | 552746356 | Jan 2026 | 328,439 | $16.1M | 3.55% | EC |
| 17 | MFS Inflation Adjusted Bond Fund | 55274K884 | Jan 2026 | 1,239,405 | $11.3M | 2.48% | EC |
| 18 | MFS Blended Research Small Cap Equity Fund | 552743684 | Jan 2026 | 727,674 | $11.3M | 2.48% | EC |
| 19 | MFS Research Bond Fund | 55274K603 | Jan 2026 | 943,316 | $9.1M | 2.00% | EC |
| 20 | MFS Institutional Money Market Portfolio | 55291X109 | Jan 2026 | 6,692,157 | $6.7M | 1.47% | EC |
| 21 | MFS New Discovery Value Fund | 552982696 | Jan 2026 | 320,588 | $5.7M | 1.26% | EC |
| 22 | MFS New Discovery Fund | 55273H346 | Jan 2026 | 152,935 | $5.6M | 1.23% | EC |
| 23 | MFS Blended Research Emerging Markets Equity Fund | 552987240 | Jan 2026 | 242,774 | $4.8M | 1.06% | EC |
| 24 | MFS Emerging Markets Equity Fund | 552746331 | Jan 2026 | 97,758 | $4.7M | 1.04% | EC |