# MFS Lifetime 2025 Fund

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.

## Profile

- Series ID: S000038773
- Registrant: MFS SERIES TRUST XII
- LEI: 549300FD1OUZIFXJIP34
- Net assets: $286.5M
- Total assets: $287.4M
- 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) | — | $57.0M | 1990.67% |
| [MFS Ltd Maturity Fund](https://search.stillhousedata.com/security/55274K801) | — | $57.0M | 1989.80% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $28.6M | 996.68% |
| [MFS Government Securities Fund](https://search.stillhousedata.com/security/552982712) | — | $28.5M | 995.55% |
| [MFS Global Opportunistic Bond Fund](https://search.stillhousedata.com/security/552743882) | — | $20.0M | 697.76% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $8.7M | 302.88% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $7.9M | 277.27% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $5.8M | 202.36% |
| [MFS Global Real Estate Fund](https://search.stillhousedata.com/security/552982720) | — | $5.8M | 202.14% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $5.8M | 201.64% |
| [MFS Commodity Strategy Fund](https://search.stillhousedata.com/security/55276T826) | — | $5.8M | 200.77% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $5.7M | 198.94% |
| [MFS Research International Fund](https://search.stillhousedata.com/security/55273H361) | — | $4.7M | 165.61% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $4.7M | 162.41% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $4.6M | 162.26% |

## Net asset history

| 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 |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000038773.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.