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Holdings of MFS Lifetime 2060 Fund

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

Net assets
274.3M $ including 273.8M $ in equities, 99.8 %
Positions
24 in 1 countries
Top ten
62.8 % of net assets
Filed on
Jul 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Blended Research International Equity Fund 1,535,77431.1M $11.34 %
2MFS Blended Research Mid Cap Equity Fund 1,554,20027.4M $9.98 %
3MFS Value Fund 275,41315.1M $5.51 %
4MFS Blended Research Value Equity Fund 790,28115.1M $5.51 %
5MFS Global Real Estate Fund 792,59314.4M $5.27 %
6MFS Commodity Strategy Fund 3,265,84114.1M $5.14 %
7MFS Growth Fund 68,74313.9M $5.06 %
8MFS Blended Research Growth Equity Fund 477,30313.9M $5.05 %
9MFS Mid Cap Value Fund 380,24813.7M $4.98 %
10MFS Mid Cap Growth Fund 463,31913.5M $4.91 %
11MFS Blended Research Core Equity Fund 289,67012.7M $4.65 %
12MFS Research Fund 213,00312.7M $4.64 %
13MFS Research International Fund 389,77711.3M $4.13 %
14MFS International New Discovery Fund 309,47411.2M $4.10 %
15MFS International Intrinsic Equity Fund 208,3429.9M $3.61 %
16MFS International Growth Fund 200,5049.8M $3.59 %
17MFS Blended Research Small Cap Equity Fund 400,3076.8M $2.48 %
18MFS Inflation Adjusted Bond Fund 765,1856.8M $2.48 %
19MFS Research Bond Fund 721,5906.8M $2.47 %
20MFS New Discovery Fund 87,1413.4M $1.25 %
21MFS New Discovery Value Fund 176,9333.3M $1.20 %
22MFS Emerging Markets Equity Fund 53,8522.8M $1.03 %
23MFS Blended Research Emerging Markets Equity Fund 125,0082.8M $1.02 %
24MFS Institutional Money Market Portfolio 1,159,3411.2M $0.42 %

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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 States24273.8M $100.00 %
Cite this page

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