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Holdings of MFS Lifetime 2065 Fund

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

Net assets
58.8M $ including 59.3M $ in equities, 100.8 %
Positions
24 in 1 countries
Top ten
63.2 % of net assets
Filed on
Jul 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Blended Research International Equity Fund 331,5726.7M $11.42 %
2MFS Blended Research Mid Cap Equity Fund 334,5045.9M $10.02 %
3MFS Blended Research Value Equity Fund 170,1463.3M $5.53 %
4MFS Value Fund 58,6493.2M $5.47 %
5MFS Global Real Estate Fund 173,7863.2M $5.38 %
6MFS Commodity Strategy Fund 702,8513M $5.16 %
7MFS Growth Fund 14,9313M $5.12 %
8MFS Blended Research Growth Equity Fund 103,6893M $5.11 %
9MFS Mid Cap Growth Fund 101,3002.9M $5.01 %
10MFS Mid Cap Value Fund 81,0062.9M $4.95 %
11MFS Blended Research Core Equity Fund 62,5202.8M $4.68 %
12MFS Research Fund 46,0552.8M $4.68 %
13MFS Research International Fund 83,3082.4M $4.12 %
14MFS International New Discovery Fund 66,0342.4M $4.07 %
15MFS International Intrinsic Equity Fund 44,5422.1M $3.60 %
16MFS International Growth Fund 43,0512.1M $3.59 %
17MFS Inflation Adjusted Bond Fund 164,3771.5M $2.48 %
18MFS Blended Research Small Cap Equity Fund 85,6111.5M $2.47 %
19MFS Research Bond Fund 154,7121.5M $2.47 %
20MFS New Discovery Fund 18,654732.7K $1.25 %
21MFS New Discovery Value Fund 37,787704.4K $1.20 %
22MFS Emerging Markets Equity Fund 11,751616.7K $1.05 %
23MFS Blended Research Emerging Markets Equity Fund 27,285611.7K $1.04 %
24MFS Institutional Money Market Portfolio 583,147583.3K $0.99 %

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Sector breakdown

  • Funds 12.3 %
  • Unattributed 87.7 %

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 States2459.3M $100.00 %
Cite this page

Titelia. "Holdings of MFS Lifetime 2065 Fund". https://titelia.com/en/funds/S000072833