MFS Lifetime 2035 Fund

MFS Lifetime 2035 Fund is a registered fund series of MFS SERIES TRUST XII (series S000038774). Net assets $639.9M as of 2026-04-30.

Profile

Advisers

Top holdings (29 reported)

Showing 15 of 29 holdings by value.

HoldingTickerValue% of fund
MFS Government Securities Fund$62.2M972.49%
MFS Research Bond Fund$59.9M936.26%
MFS Inflation Adjusted Bond Fund$45.9M716.80%
MFS Blended Research Mid Cap Equity Fund$43.7M682.86%
MFS Blended Research International Equity Fund$39.0M608.70%
MFS Global Opportunistic Bond Fund$32.5M507.56%
MFS Blended Research Value Equity Fund$25.4M397.10%
MFS High Income Fund$25.0M391.27%
MFS Value Fund$25.0M390.56%
MFS Growth Fund$23.5M367.03%
MFS Blended Research Growth Equity Fund$23.2M363.19%
MFS Blended Research Core Equity Fund$23.1M361.30%
MFS Research Fund$23.0M359.06%
MFS Mid Cap Growth Fund$21.8M340.68%
MFS Mid Cap Value Fund$21.5M335.38%

Net asset history

Report dateNet assets
2026-04-30$639.9M
2026-01-31$650.1M
2025-10-31$649.8M
2025-07-31$629.6M
2025-04-30$604.6M
2025-01-31$622.7M
2024-10-31$608.6M
2024-07-31$612.8M

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