# 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

- Series ID: S000002501
- Registrant: MFS SERIES TRUST XII
- LEI: HVSHYLXT64G65WN2P306
- Net assets: $502.7M
- Total assets: $504.4M
- As of: 2026-04-30
- Type: Fund of funds

## Advisers

- [Massachusetts Financial Services Company (Advisor)](https://search.stillhousedata.com/firm/110045)

## Top holdings (27 reported)

_Showing 15 of 27 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Ltd Maturity Fund](https://search.stillhousedata.com/security/55274K801) | — | $99.6M | 1982.21% |
| [MFS Research Bond Fund](https://search.stillhousedata.com/security/55274K603) | — | $99.4M | 1977.94% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $50.2M | 998.00% |
| [MFS Government Securities Fund](https://search.stillhousedata.com/security/552982712) | — | $49.7M | 987.91% |
| [MFS Global Opportunistic Bond Fund](https://search.stillhousedata.com/security/552743882) | — | $34.9M | 695.03% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $15.5M | 308.14% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $14.1M | 279.77% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $10.3M | 205.62% |
| [MFS Global Real Estate Fund](https://search.stillhousedata.com/security/552982720) | — | $10.3M | 204.68% |
| [MFS Commodity Strategy Fund](https://search.stillhousedata.com/security/55276T826) | — | $10.3M | 204.07% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $10.2M | 203.44% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $10.0M | 199.21% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $8.4M | 167.78% |
| [MFS Research International Fund](https://search.stillhousedata.com/security/55273H361) | — | $8.4M | 166.96% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $8.4M | 166.73% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002501.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.