# MFS Lifetime 2040 Fund

MFS Lifetime 2040 Fund is a registered fund series of MFS SERIES TRUST XII (series S000002505). Net assets $834.3M as of 2026-04-30.

## Profile

- Series ID: S000002505
- Registrant: MFS SERIES TRUST XII
- LEI: 549300M6O09VYUYTQK38
- Net assets: $834.3M
- Total assets: $835.6M
- As of: 2026-04-30
- Type: Fund of funds

## Advisers

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

## Top holdings (29 reported)

_Showing 15 of 29 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $74.6M | 893.52% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $71.0M | 850.63% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $41.9M | 501.76% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $41.5M | 497.08% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $40.6M | 487.16% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $39.1M | 469.09% |
| [MFS Blended Research Growth Equity Fund](https://search.stillhousedata.com/security/552743783) | — | $38.8M | 464.50% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $38.5M | 461.81% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $38.3M | 458.98% |
| [MFS Mid Cap Growth Fund](https://search.stillhousedata.com/security/552987554) | — | $37.2M | 446.40% |
| [MFS Mid Cap Value Fund](https://search.stillhousedata.com/security/55273W475) | — | $36.6M | 439.07% |
| [MFS Global Real Estate Fund](https://search.stillhousedata.com/security/552982720) | — | $33.1M | 396.15% |
| [MFS Commodity Strategy Fund](https://search.stillhousedata.com/security/55276T826) | — | $32.8M | 393.51% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $32.2M | 385.56% |
| [MFS Research International Fund](https://search.stillhousedata.com/security/55273H361) | — | $29.5M | 353.34% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $834.3M |
| 2026-01-31 | $846.5M |
| 2025-10-31 | $839.1M |
| 2025-07-31 | $815.1M |
| 2025-04-30 | $769.7M |
| 2025-01-31 | $808.6M |
| 2024-10-31 | $780.2M |
| 2024-07-31 | $787.9M |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002505.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.