# MFS Lifetime 2060 Fund

MFS Lifetime 2060 Fund is a registered fund series of MFS SERIES TRUST XII (series S000055287). Net assets $272.3M as of 2026-04-30.

## Profile

- Series ID: S000055287
- Registrant: MFS SERIES TRUST XII
- LEI: 549300B1U3QH45BRJE12
- Net assets: $272.3M
- Total assets: $272.5M
- As of: 2026-04-30
- Type: Fund of funds

## Advisers

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

## Top holdings (24 reported)

_Showing 15 of 24 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Blended Research International Equity Fund](https://search.stillhousedata.com/security/552987448) | — | $30.3M | 1111.34% |
| [MFS Blended Research Mid Cap Equity Fund](https://search.stillhousedata.com/security/552743551) | — | $27.3M | 1004.31% |
| [MFS Blended Research Value Equity Fund](https://search.stillhousedata.com/security/552746133) | — | $15.0M | 552.37% |
| [MFS Value Fund](https://search.stillhousedata.com/security/55273H353) | — | $14.8M | 544.52% |
| [MFS Growth Fund](https://search.stillhousedata.com/security/552985673) | — | $14.5M | 530.77% |
| [MFS Blended Research Growth Equity Fund](https://search.stillhousedata.com/security/552743783) | — | $14.3M | 524.95% |
| [MFS Mid Cap Growth Fund](https://search.stillhousedata.com/security/552987554) | — | $13.7M | 502.08% |
| [MFS Global Real Estate Fund](https://search.stillhousedata.com/security/552982720) | — | $13.6M | 501.27% |
| [MFS Commodity Strategy Fund](https://search.stillhousedata.com/security/55276T826) | — | $13.6M | 500.96% |
| [MFS Mid Cap Value Fund](https://search.stillhousedata.com/security/55273W475) | — | $13.5M | 495.21% |
| [MFS Blended Research Core Equity Fund](https://search.stillhousedata.com/security/55273W483) | — | $12.8M | 468.34% |
| [MFS Research Fund](https://search.stillhousedata.com/security/552981391) | — | $12.7M | 465.47% |
| [MFS International New Discovery Fund](https://search.stillhousedata.com/security/552981383) | — | $11.0M | 403.30% |
| [MFS Research International Fund](https://search.stillhousedata.com/security/55273H361) | — | $10.9M | 400.16% |
| [MFS International Intrinsic Equity Fund](https://search.stillhousedata.com/security/552746349) | — | $9.5M | 349.40% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $272.3M |
| 2026-01-31 | $266.8M |
| 2025-10-31 | $256.3M |
| 2025-07-31 | $239.3M |
| 2025-04-30 | $218.6M |
| 2025-01-31 | $217.7M |
| 2024-10-31 | $205.1M |
| 2024-07-31 | $205.8M |

## More

- [Registrant: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000055287.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.