Titelia

Holdings of MFS Lifetime 2035 Fund

MFS SERIES TRUST XII · Original filing · Compare with another fund · Report an error

Net assets
614.1M $ including 612.9M $ in equities, 99.8 %
Positions
29 in 1 countries
Top ten
60.3 % of net assets
Filed on
Jul 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Government Securities Fund 7,220,53060.9M $9.91 %
2MFS Research Bond Fund 6,475,97660.8M $9.90 %
3MFS Inflation Adjusted Bond Fund 5,152,55845.8M $7.45 %
4MFS Blended Research Mid Cap Equity Fund 2,277,06040.1M $6.53 %
5MFS Blended Research International Equity Fund 1,827,22637M $6.03 %
6MFS Global Opportunistic Bond Fund 4,060,82732.5M $5.30 %
7MFS High Income Fund 7,986,35224.4M $3.98 %
8MFS Value Fund 432,62723.7M $3.87 %
9MFS Blended Research Value Equity Fund 1,239,70423.7M $3.86 %
10MFS Research Fund 360,08721.5M $3.50 %
11MFS Blended Research Core Equity Fund 488,51021.5M $3.50 %
12MFS Growth Fund 105,31221.3M $3.46 %
13MFS Blended Research Growth Equity Fund 731,39621.2M $3.46 %
14MFS Mid Cap Value Fund 556,25320M $3.25 %
15MFS Mid Cap Growth Fund 684,91719.9M $3.24 %
16MFS Global Real Estate Fund 1,031,83818.8M $3.06 %
17MFS Research International Fund 635,85118.5M $3.01 %
18MFS Commodity Strategy Fund 4,271,10618.5M $3.00 %
19MFS Emerging Markets Debt Fund 1,377,19217.3M $2.82 %
20MFS Emerging Markets Debt Local Currency Fund 2,061,86612.3M $2.01 %
21MFS Ltd Maturity Fund 1,666,7799.7M $1.58 %
22MFS International Intrinsic Equity Fund 194,6579.3M $1.51 %
23MFS International Growth Fund 187,7439.2M $1.50 %
24MFS Blended Research Small Cap Equity Fund 511,3538.7M $1.42 %
25MFS International New Discovery Fund 148,9245.4M $0.88 %
26MFS New Discovery Fund 111,7274.4M $0.71 %
27MFS New Discovery Value Fund 225,8174.2M $0.69 %
28MFS Institutional Money Market Portfolio 2,271,7342.3M $0.37 %
29MFS Emerging Markets Equity Fund 04.7 $

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Sector breakdown

  • Funds 6.0 %
  • Unattributed 94.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States29612.9M $100.00 %
Cite this page

Titelia. "Holdings of MFS Lifetime 2035 Fund". https://titelia.com/en/funds/S000038774