MFS Lifetime 2025 Fund is a registered fund series of MFS SERIES TRUST XII (series S000038773). Net assets $286.5M as of 2026-04-30.
Showing 15 of 27 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| MFS Research Bond Fund | — | $57.0M | 1990.67% |
| MFS Ltd Maturity Fund | — | $57.0M | 1989.80% |
| MFS Inflation Adjusted Bond Fund | — | $28.6M | 996.68% |
| MFS Government Securities Fund | — | $28.5M | 995.55% |
| MFS Global Opportunistic Bond Fund | — | $20.0M | 697.76% |
| MFS Blended Research Mid Cap Equity Fund | — | $8.7M | 302.88% |
| MFS Blended Research International Equity Fund | — | $7.9M | 277.27% |
| MFS Blended Research Value Equity Fund | — | $5.8M | 202.36% |
| MFS Global Real Estate Fund | — | $5.8M | 202.14% |
| MFS Value Fund | — | $5.8M | 201.64% |
| MFS Commodity Strategy Fund | — | $5.8M | 200.77% |
| MFS High Income Fund | — | $5.7M | 198.94% |
| MFS Research International Fund | — | $4.7M | 165.61% |
| MFS Blended Research Core Equity Fund | — | $4.7M | 162.41% |
| MFS Research Fund | — | $4.6M | 162.26% |
| Report date | Net assets |
|---|---|
| 2026-04-30 | $286.5M |
| 2026-01-31 | $309.9M |
| 2025-10-31 | $336.7M |
| 2025-07-31 | $336.5M |
| 2025-04-30 | $350.5M |
| 2025-01-31 | $360.6M |
| 2024-10-31 | $376.3M |
| 2024-07-31 | $388.7M |