MFS Lifetime 2050 Fund

Fund Profile

Fund profile

Tickers

MFFSX, MFFRX, MFFDX, MFFIX, MFFMX, MFFNX, MFFOX, MFFPX, MFFKX

Fund manager

MFS Series Trust Xii

Total assets

$566.60 mm

Liabilities

$229.41 k

Net assets

$566.37 mm

Number of holdings

24.00

24 Holdings

As of Jul 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MFS Blended Research International Equity Fund	62.50 mm	4.57 mm shares	11.03	Common equity	Long	USA
MFS Blended Research Mid Cap Equity Fund	56.99 mm	3.77 mm shares	10.06	Common equity	Long	USA
MFS Value Fund	31.30 mm	596.38 k shares	5.53	Common equity	Long	USA
MFS Blended Research Value Equity Fund	31.24 mm	1.84 mm shares	5.52	Common equity	Long	USA
MFS Mid Cap Value Fund	28.50 mm	819.36 k shares	5.03	Common equity	Long	USA
MFS Mid Cap Growth Fund	28.50 mm	892.45 k shares	5.03	Common equity	Long	USA
MFS Growth Fund	28.45 mm	134.50 k shares	5.02	Common equity	Long	USA
MFS Blended Research Growth Equity Fund	28.43 mm	1.20 mm shares	5.02	Common equity	Long	USA
MFS Global Real Estate Fund	28.29 mm	1.65 mm shares	5.00	Common equity	Long	USA
MFS Commodity Strategy Fund	27.81 mm	7.92 mm shares	4.91	Common equity	Long	USA
MFS Research Fund	26.21 mm	435.32 k shares	4.63	Common equity	Long	USA
MFS Blended Research Core Equity Fund	26.15 mm	686.61 k shares	4.62	Common equity	Long	USA
MFS International New Discovery Fund	22.89 mm	683.97 k shares	4.04	Common equity	Long	USA
MFS Research International Fund	22.73 mm	953.19 k shares	4.01	Common equity	Long	USA
MFS International Intrinsic Value Fund	19.95 mm	473.09 k shares	3.52	Common equity	Long	USA
MFS International Growth Fund	19.80 mm	451.21 k shares	3.50	Common equity	Long	USA
MFS Blended Research Small Cap Equity Fund	14.24 mm	862.67 k shares	2.51	Common equity	Long	USA
MFS Inflation Adjusted Bond Fund	13.57 mm	1.48 mm shares	2.40	Common equity	Long	USA
MFS Institutional Money Market Portfolio	12.99 mm	12.99 mm shares	2.29	Short-term investment vehicle	Long	USA
MFS Research Bond Fund	10.16 mm	1.06 mm shares	1.79	Common equity	Long	USA
MFS New Discovery Value Fund	7.09 mm	367.73 k shares	1.25	Common equity	Long	USA
MFS New Discovery Fund	7.07 mm	224.94 k shares	1.25	Common equity	Long	USA
MFS Emerging Markets Equity Fund	5.65 mm	160.72 k shares	1.00	Common equity	Long	USA
MFS Blended Research Emerging Markets Equity Fund	5.61 mm	398.44 k shares	0.99	Common equity	Long	USA