Titelia

Holdings of MFS Lifetime 2055 Fund

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

Net assets
433.3M $ including 433M $ in equities, 99.9 %
Positions
24 in 1 countries
Top ten
63.0 % of net assets
Filed on
Jul 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Blended Research International Equity Fund 2,428,61649.2M $11.36 %
2MFS Blended Research Mid Cap Equity Fund 2,445,31343.1M $9.94 %
3MFS Value Fund 433,10823.8M $5.49 %
4MFS Blended Research Value Equity Fund 1,242,63023.8M $5.48 %
5MFS Global Real Estate Fund 1,278,40223.3M $5.38 %
6MFS Blended Research Growth Equity Fund 768,02122.3M $5.14 %
7MFS Growth Fund 110,38622.3M $5.14 %
8MFS Commodity Strategy Fund 5,144,33722.2M $5.13 %
9MFS Mid Cap Growth Fund 743,11421.6M $4.99 %
10MFS Mid Cap Value Fund 596,19721.4M $4.94 %
11MFS Research Fund 337,59320.2M $4.65 %
12MFS Blended Research Core Equity Fund 458,16220.2M $4.65 %
13MFS Research International Fund 614,81017.9M $4.13 %
14MFS International New Discovery Fund 487,86117.7M $4.09 %
15MFS International Growth Fund 317,38915.6M $3.60 %
16MFS International Intrinsic Equity Fund 327,54915.6M $3.59 %
17MFS Blended Research Small Cap Equity Fund 633,37010.8M $2.48 %
18MFS Inflation Adjusted Bond Fund 1,207,51410.7M $2.47 %
19MFS Research Bond Fund 1,139,42910.7M $2.47 %
20MFS New Discovery Fund 138,1015.4M $1.25 %
21MFS New Discovery Value Fund 278,4855.2M $1.20 %
22MFS Emerging Markets Equity Fund 86,1044.5M $1.04 %
23MFS Blended Research Emerging Markets Equity Fund 200,0504.5M $1.04 %
24MFS Institutional Money Market Portfolio 1,186,6711.2M $0.27 %

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Sector breakdown

  • Funds 12.4 %
  • Unattributed 87.6 %

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 States24433M $100.00 %
Cite this page

Titelia. "Holdings of MFS Lifetime 2055 Fund". https://titelia.com/en/funds/S000038776