# 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

- Series ID: S000038774
- Registrant: MFS SERIES TRUST XII
- LEI: 549300CC3UY7JZFET524
- Net assets: $639.9M
- Total assets: $641.2M
- 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 Government Securities Fund](https://search.stillhousedata.com/security/552982712) | — | $62.2M | 972.49% |
| [MFS Research Bond Fund](https://search.stillhousedata.com/security/55274K603) | — | $59.9M | 936.26% |
| [MFS Inflation Adjusted Bond Fund](https://search.stillhousedata.com/security/55274K884) | — | $45.9M | 716.80% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $43.7M | 682.86% |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $39.0M | 608.70% |
| [MFS Global Opportunistic Bond Fund](https://search.stillhousedata.com/security/552743882) | — | $32.5M | 507.56% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $25.4M | 397.10% |
| [MFS High Income Fund](https://search.stillhousedata.com/security/552984684) | — | $25.0M | 391.27% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $25.0M | 390.56% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $23.5M | 367.03% |
| [MFS Blended Research Growth Equity Fund](https://search.stillhousedata.com/security/552743783) | — | $23.2M | 363.19% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $23.1M | 361.30% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $23.0M | 359.06% |
| [MFS Mid Cap Growth Fund](https://search.stillhousedata.com/security/552987554) | — | $21.8M | 340.68% |
| [MFS Mid Cap Value Fund](https://search.stillhousedata.com/security/55273W475) | — | $21.5M | 335.38% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000038774.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.