# 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

- Series ID: S000002503
- Registrant: MFS SERIES TRUST XII
- LEI: 1J2D1G40SFZFV2ZKCT25
- Net assets: $269.6M
- Total assets: $269.8M
- As of: 2022-07-31
- 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 Research Bond Fund](https://search.stillhousedata.com/security/55274K603) | — | $53.5M | 1985.32% |
| [MFS Ltd Maturity Fund](https://search.stillhousedata.com/security/55274K801) | — | $53.0M | 1965.71% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $27.0M | 1002.96% |
| [MFS Government Securities Fund](https://search.stillhousedata.com/security/552982712) | — | $26.7M | 991.39% |
| [MFS Global Opportunistic Bond Fund](https://search.stillhousedata.com/security/552743882) | — | $18.7M | 694.67% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $8.2M | 305.32% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $6.7M | 250.05% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $5.6M | 206.41% |
| [MFS Blended Research Growth Equity Fund](https://search.stillhousedata.com/security/552743783) | — | $5.6M | 206.39% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $5.5M | 204.67% |
| [MFS Global Real Estate Fund](https://search.stillhousedata.com/security/552982720) | — | $5.5M | 204.30% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $5.5M | 203.92% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $5.4M | 202.14% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $5.4M | 201.65% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $5.4M | 200.31% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002503.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.