# 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

- CIK: 1330967
- File number: 811-21780
- LEI: 549300VVIIPRJRW6FR46
- Address: 111 HUNTINGTON AVENUE, BOSTON, US-MA, 02199
- Phone: 617-954-5000
- Net assets: $5.2B
- Total assets: $5.2B
- Fund series: 12
- Latest report: 2026-04-30

## Fund series (12)

| Series | Net assets |
| --- | --- |
| [MFS Lifetime 2040 Fund](https://search.stillhousedata.com/fund/S000002505) | $834.3M |
| [MFS Lifetime 2030 Fund](https://search.stillhousedata.com/fund/S000002504) | $688.3M |
| [MFS Lifetime 2035 Fund](https://search.stillhousedata.com/fund/S000038774) | $639.9M |
| [MFS Lifetime 2050 Fund](https://search.stillhousedata.com/fund/S000030062) | $621.1M |
| [MFS Lifetime 2045 Fund](https://search.stillhousedata.com/fund/S000038775) | $562.8M |
| [MFS Lifetime Income Fund](https://search.stillhousedata.com/fund/S000002501) | $502.7M |
| [MFS Lifetime 2055 Fund](https://search.stillhousedata.com/fund/S000038776) | $453.1M |
| [MFS Lifetime 2025 Fund](https://search.stillhousedata.com/fund/S000038773) | $286.5M |
| [MFS Lifetime 2060 Fund](https://search.stillhousedata.com/fund/S000055287) | $272.3M |
| [MFS Lifetime 2020 Fund](https://search.stillhousedata.com/fund/S000002503) | $269.6M |
| [MFS Lifetime 2065 Fund](https://search.stillhousedata.com/fund/S000072833) | $52.4M |
| [MFS Core Bond Fund](https://search.stillhousedata.com/fund/S000076470) | $33.8M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [MFS Institutional Money Market Portfolio](https://search.stillhousedata.com/security/55291X109) | $1.6M |
| [United States of America](https://search.stillhousedata.com/security/91282CKX8) | $1.5M |
| [United States of America](https://search.stillhousedata.com/security/912810TZ1) | $929K |
| [United States of America](https://search.stillhousedata.com/security/912810TF5) | $914K |
| [United States of America](https://search.stillhousedata.com/security/91282CPB1) | $597K |
| [United States of America](https://search.stillhousedata.com/security/91282CKJ9) | $554K |
| [United States of America](https://search.stillhousedata.com/security/912810TD0) | $535K |
| [United States of America](https://search.stillhousedata.com/security/912810TX6) | $460K |
| [United States of America](https://search.stillhousedata.com/security/91282CNN7) | $448K |
| [NTT Finance Corp.](https://search.stillhousedata.com/security/62954WAV7) | $407K |
| [FNMA or FHLMC](https://search.stillhousedata.com/security/01F032658) | $387K |
| [United States of America](https://search.stillhousedata.com/security/912810UE6) | $378K |
| [United States of America](https://search.stillhousedata.com/security/912810TL2) | $325K |
| [United States of America](https://search.stillhousedata.com/security/912810UQ9) | $311K |
| [United States of America](https://search.stillhousedata.com/security/91282CHQ7) | $301K |

## More

- [CIK 1330967 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1330967&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1330967.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.