Titelia

Holdings of MFS Lifetime 2060 Fund

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

Net assets
272.3M $ including 272.3M $ in equities, 100.0 %
Positions
24 in 1 countries
Top ten
62.7 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Blended Research International Equity Fund 1,591,64030.3M $11.11 %
2MFS Blended Research Mid Cap Equity Fund 1,690,98127.3M $10.04 %
3MFS Blended Research Value Equity Fund 862,81315M $5.52 %
4MFS Value Fund 282,54214.8M $5.45 %
5MFS Growth Fund 71,66214.5M $5.31 %
6MFS Blended Research Growth Equity Fund 505,38114.3M $5.25 %
7MFS Mid Cap Growth Fund 472,82813.7M $5.02 %
8MFS Global Real Estate Fund 790,69613.6M $5.01 %
9MFS Commodity Strategy Fund 3,004,19213.6M $5.01 %
10MFS Mid Cap Value Fund 403,30813.5M $4.95 %
11MFS Blended Research Core Equity Fund 305,12012.8M $4.68 %
12MFS Research Fund 218,98912.7M $4.65 %
13MFS International New Discovery Fund 310,44111M $4.03 %
14MFS Research International Fund 396,32010.9M $4.00 %
15MFS International Intrinsic Equity Fund 206,4859.5M $3.49 %
16MFS International Growth Fund 196,6259.5M $3.48 %
17MFS Blended Research Small Cap Equity Fund 418,3447M $2.58 %
18MFS Inflation Adjusted Bond Fund 720,9326.6M $2.43 %
19MFS Research Bond Fund 686,0836.6M $2.41 %
20MFS New Discovery Fund 91,0553.5M $1.27 %
21MFS New Discovery Value Fund 184,2103.4M $1.25 %
22MFS Blended Research Emerging Markets Equity Fund 135,4822.9M $1.05 %
23MFS Emerging Markets Equity Fund 56,0632.8M $1.03 %
24MFS Institutional Money Market Portfolio 2,667,0682.7M $0.98 %

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Sector breakdown

  • Funds 12.0 %
  • Unattributed 88.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States24272.3M $100.00 %
Cite this page

Titelia. "Holdings of MFS Lifetime 2060 Fund". https://titelia.com/en/funds/S000055287