MFS Lifetime 2030 Fund

MFS Lifetime 2030 Fund is a registered fund series of MFS SERIES TRUST XII (series S000002504). Net assets $688.3M as of 2026-04-30.

Profile

Advisers

Top holdings (27 reported)

Showing 15 of 27 holdings by value.

HoldingTickerValue% of fund
MFS Research Bond Fund$104.7M1521.28%
MFS Ltd Maturity Fund$74.4M1081.14%
MFS Inflation Adjusted Bond Fund$68.2M990.29%
MFS Government Securities Fund$67.5M980.75%
MFS Global Opportunistic Bond Fund$47.4M688.68%
MFS Blended Research International Equity Fund$28.6M415.97%
MFS Blended Research Mid Cap Equity Fund$27.5M400.26%
MFS High Income Fund$25.8M375.21%
MFS Blended Research Value Equity Fund$20.5M297.22%
MFS Value Fund$20.2M293.11%
MFS Growth Fund$18.0M261.58%
MFS Blended Research Growth Equity Fund$17.9M259.55%
MFS Blended Research Core Equity Fund$17.8M258.96%
MFS Research Fund$17.7M257.80%
MFS Research International Fund$14.5M210.07%

Net asset history

Report dateNet assets
2026-04-30$688.3M
2026-01-31$730.2M
2025-10-31$752.0M
2025-07-31$735.2M
2025-04-30$748.5M
2025-01-31$775.7M
2024-10-31$768.4M
2024-07-31$779.0M

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