MFS SERIES TRUST XII

MFS SERIES TRUST XII (CIK 1330967) is an SEC-registered fund company with 12 reporting fund series and $5.2B in net assets as of 2026-04-30.

Registrant

Fund series (12)

SeriesNet assets
MFS Lifetime 2040 Fund$834.3M
MFS Lifetime 2030 Fund$688.3M
MFS Lifetime 2035 Fund$639.9M
MFS Lifetime 2050 Fund$621.1M
MFS Lifetime 2045 Fund$562.8M
MFS Lifetime Income Fund$502.7M
MFS Lifetime 2055 Fund$453.1M
MFS Lifetime 2025 Fund$286.5M
MFS Lifetime 2060 Fund$272.3M
MFS Lifetime 2020 Fund$269.6M
MFS Lifetime 2065 Fund$52.4M
MFS Core Bond Fund$33.8M

Largest reported holdings (across all series)

HoldingValue
MFS Institutional Money Market Portfolio$1.6M
United States of America$1.5M
United States of America$929K
United States of America$914K
United States of America$597K
United States of America$554K
United States of America$535K
United States of America$460K
United States of America$448K
NTT Finance Corp.$407K
FNMA or FHLMC$387K
United States of America$378K
United States of America$325K
United States of America$311K
United States of America$301K

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