MFS Lifetime Retirement Income Fund — new fund registration

MFS SERIES TRUST XII registered fund series on Form 485APOS, filed 2014-06-26. Featured series: MFS Lifetime Retirement Income Fund.

Registration

• Registrant / trust: MFS SERIES TRUST XII
• CIK: 0001330967
• Form: 485APOS
• Filed: 2014-06-26
• State of incorporation: MA
• Accession: 0001104659-14-048531
• Reported net assets: $502.7M

Series & classes (8)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 0.88%
• Management fee: 0.00%
• Net expense ratio: 0.69%
• Other expenses: 0.19%

Investment objective

The funds investment objective is to seek total return through a combination of current income and capital appreciation.

Advisers

• Massachusetts Financial Services Company (Advisor)

Other filings by this registrant (15)

• 485APOS — 2026-03-05 (8 new series)
• 485APOS — 2023-06-28
• 485APOS — 2022-03-22 (8 new series)
• 485APOS — 2021-06-09 (8 new series)
• 485APOS — 2016-10-05
• 485APOS — 2016-07-29 (9 new series)
• 485APOS — 2016-06-27
• 485APOS — 2012-12-27
• 485APOS — 2012-08-15 (40 new series)
• 485APOS — 2011-12-29
• 485APOS — 2010-12-29
• 485APOS — 2010-06-30 (8 new series)

More

• Registrant profile: MFS SERIES TRUST XII
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search