# MFS Lifetime 2060 Fund — new fund registration

MFS SERIES TRUST XII registered fund series on Form 485APOS, filed 2016-10-05. Featured series: MFS Lifetime 2060 Fund.

## Registration

- Registrant / trust: MFS SERIES TRUST XII
- CIK: 0001330967
- Form: 485APOS
- Filed: 2016-10-05
- State of incorporation: MA
- Accession: 0001104659-16-148792
- Reported net assets: $272.3M

## Series & classes (9)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | A | MFJAX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | B | MFJBX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | C | MFJCX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | I | MFJIX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | R1 | MFJEX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | R2 | MFJGX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | R3 | MFJTX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | R4 | MFJUX | — |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | R6 | MFJKX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.16%
- Management fee: 0.00%
- Net expense ratio: 0.82%
- Other expenses: 0.34%

## Investment objective

The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.

## Advisers

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

## Other filings by this registrant (15)

- [485APOS — 2026-03-05 (8 new series)](https://search.stillhousedata.com/launch/0000912938-26-000307)
- [485APOS — 2023-06-28](https://search.stillhousedata.com/launch/0001104659-23-075640)
- [485APOS — 2022-03-22 (8 new series)](https://search.stillhousedata.com/launch/0001104659-22-036425)
- [485APOS — 2021-06-09 (8 new series)](https://search.stillhousedata.com/launch/0001104659-21-078681)
- [485APOS — 2016-07-29 (9 new series)](https://search.stillhousedata.com/launch/0001104659-16-135207)
- [485APOS — 2016-06-27](https://search.stillhousedata.com/launch/0001104659-16-129582)
- [485APOS — 2014-06-26](https://search.stillhousedata.com/launch/0001104659-14-048531)
- [485APOS — 2012-12-27](https://search.stillhousedata.com/launch/0001104659-12-086299)
- [485APOS — 2012-08-15 (40 new series)](https://search.stillhousedata.com/launch/0001104659-12-058080)
- [485APOS — 2011-12-29](https://search.stillhousedata.com/launch/0001104659-11-071525)
- [485APOS — 2010-12-29](https://search.stillhousedata.com/launch/0001104659-10-064572)
- [485APOS — 2010-06-30 (8 new series)](https://search.stillhousedata.com/launch/0001193125-10-151098)

## More

- [Registrant profile: MFS SERIES TRUST XII](https://search.stillhousedata.com/registrant/1330967)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001104659-16-148792.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.