# 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

- Series ID: S000002504
- Registrant: MFS SERIES TRUST XII
- LEI: 549300VPT7TXX8JRMU69
- Net assets: $688.3M
- Total assets: $690.2M
- 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 Research Bond Fund](https://search.stillhousedata.com/security/55274K603) | — | $104.7M | 1521.28% |
| [MFS Ltd Maturity Fund](https://search.stillhousedata.com/security/55274K801) | — | $74.4M | 1081.14% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $68.2M | 990.29% |
| [MFS Government Securities Fund](https://search.stillhousedata.com/security/552982712) | — | $67.5M | 980.75% |
| [MFS Global Opportunistic Bond Fund](https://search.stillhousedata.com/security/552743882) | — | $47.4M | 688.68% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $28.6M | 415.97% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $27.5M | 400.26% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $25.8M | 375.21% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $20.5M | 297.22% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $20.2M | 293.11% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $18.0M | 261.58% |
| [MFS Blended Research Growth Equity Fund](https://search.stillhousedata.com/security/552743783) | — | $17.9M | 259.55% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $17.8M | 258.96% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $17.7M | 257.80% |
| [MFS Research International Fund](https://search.stillhousedata.com/security/55273H361) | — | $14.5M | 210.07% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002504.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.