MFS Lifetime 2020 Fund

MFS Lifetime 2020 Fund is a registered fund series of MFS SERIES TRUST XII (series S000002503). Net assets $269.6M as of 2022-07-31.

Profile

Advisers

Top holdings (27 reported)

Showing 15 of 27 holdings by value.

HoldingTickerValue% of fund
MFS Research Bond Fund$53.5M1985.32%
MFS Ltd Maturity Fund$53.0M1965.71%
MFS Inflation Adjusted Bond Fund$27.0M1002.96%
MFS Government Securities Fund$26.7M991.39%
MFS Global Opportunistic Bond Fund$18.7M694.67%
MFS Blended Research Mid Cap Equity Fund$8.2M305.32%
MFS Blended Research International Equity Fund$6.7M250.05%
MFS Growth Fund$5.6M206.41%
MFS Blended Research Growth Equity Fund$5.6M206.39%
MFS Research Fund$5.5M204.67%
MFS Global Real Estate Fund$5.5M204.30%
MFS Blended Research Core Equity Fund$5.5M203.92%
MFS Value Fund$5.4M202.14%
MFS Blended Research Value Equity Fund$5.4M201.65%
MFS High Income Fund$5.4M200.31%

Net asset history

Report dateNet assets
2022-07-31$269.6M
2022-04-30$282.8M
2022-01-31$302.7M
2021-10-31$334.2M
2021-07-31$344.0M
2021-04-30$363.2M
2021-01-31$370.9M
2020-10-31$357.1M

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