MFS Lifetime Income Fund

MFS Lifetime Income Fund is a registered fund series of MFS SERIES TRUST XII (series S000002501). Net assets $502.7M as of 2026-04-30.

Profile

Advisers

Top holdings (27 reported)

Showing 15 of 27 holdings by value.

HoldingTickerValue% of fund
MFS Ltd Maturity Fund$99.6M1982.21%
MFS Research Bond Fund$99.4M1977.94%
MFS Inflation Adjusted Bond Fund$50.2M998.00%
MFS Government Securities Fund$49.7M987.91%
MFS Global Opportunistic Bond Fund$34.9M695.03%
MFS Blended Research Mid Cap Equity Fund$15.5M308.14%
MFS Blended Research International Equity Fund$14.1M279.77%
MFS Blended Research Value Equity Fund$10.3M205.62%
MFS Global Real Estate Fund$10.3M204.68%
MFS Commodity Strategy Fund$10.3M204.07%
MFS Value Fund$10.2M203.44%
MFS High Income Fund$10.0M199.21%
MFS Growth Fund$8.4M167.78%
MFS Research International Fund$8.4M166.96%
MFS Blended Research Core Equity Fund$8.4M166.73%

Net asset history

Report dateNet assets
2026-04-30$502.7M
2026-01-31$520.4M
2025-10-31$537.9M
2025-07-31$542.4M
2025-04-30$552.7M
2025-01-31$583.8M
2024-10-31$594.2M
2024-07-31$612.3M

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