MFS Lifetime 2035 Fund

Fund Profile

Fund profile

Tickers

LFEAX, LFEBX, LFECX, LFEDX, LFERX, LFESX, LFETX, LFEUX, LFEKX

Fund manager

MFS Series Trust Xii

Total assets

$609.26 mm

Liabilities

$645.15 k

Net assets

$608.61 mm

Number of holdings

29.00

29 Holdings

As of Oct 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MFS Blended Research Mid Cap Equity Fund	46.10 mm	2.96 mm shares	7.57	Common equity	Long	USA
MFS Government Securities Fund	44.09 mm	5.15 mm shares	7.24	Common equity	Long	USA
MFS Research Bond Fund	42.51 mm	4.47 mm shares	6.98	Common equity	Long	USA
MFS Inflation Adjusted Bond Fund	39.19 mm	4.29 mm shares	6.44	Common equity	Long	USA
MFS Blended Research International Equity Fund	39.09 mm	2.84 mm shares	6.42	Common equity	Long	USA
MFS Global Opportunistic Bond Fund	27.55 mm	3.40 mm shares	4.53	Common equity	Long	USA
MFS Blended Research Value Equity Fund	25.97 mm	1.50 mm shares	4.27	Common equity	Long	USA
MFS Value Fund	25.63 mm	482.51 k shares	4.21	Common equity	Long	USA
MFS High Income Fund	24.36 mm	7.86 mm shares	4.00	Common equity	Long	USA
MFS Blended Research Growth Equity Fund	23.96 mm	964.36 k shares	3.94	Common equity	Long	USA
MFS Blended Research Core Equity Fund	23.81 mm	608.36 k shares	3.91	Common equity	Long	USA
MFS Research Fund	23.66 mm	382.42 k shares	3.89	Common equity	Long	USA
MFS Growth Fund	23.59 mm	109.15 k shares	3.88	Common equity	Long	USA
MFS Mid Cap Value Fund	22.96 mm	642.55 k shares	3.77	Common equity	Long	USA
MFS Mid Cap Growth Fund	22.61 mm	697.61 k shares	3.71	Common equity	Long	USA
MFS Commodity Strategy Fund	19.47 mm	5.42 mm shares	3.20	Common equity	Long	USA
MFS Global Real Estate Fund	19.03 mm	1.09 mm shares	3.13	Common equity	Long	USA
MFS Research International Fund	18.49 mm	783.27 k shares	3.04	Common equity	Long	USA
MFS Emerging Markets Debt Fund	18.15 mm	1.50 mm shares	2.98	Common equity	Long	USA
MFS Institutional Money Market Portfolio	17.13 mm	17.12 mm shares	2.81	Short-term investment vehicle	Long	USA
MFS Emerging Markets Debt Local Currency Fund	11.89 mm	2.19 mm shares	1.95	Common equity	Long	USA
MFS International Growth Fund	10.28 mm	226.66 k shares	1.69	Common equity	Long	USA
MFS International Intrinsic Value Fund	10.22 mm	245.63 k shares	1.68	Common equity	Long	USA
MFS Blended Research Small Cap Equity Fund	9.86 mm	621.21 k shares	1.62	Common equity	Long	USA
MFS International New Discovery Fund	7.16 mm	214.33 k shares	1.18	Common equity	Long	USA
MFS New Discovery Fund	4.97 mm	159.52 k shares	0.82	Common equity	Long	USA
MFS New Discovery Value Fund	4.96 mm	257.65 k shares	0.82	Common equity	Long	USA
MFS Emerging Markets Equity Fund	613.68 k	16.95 k shares	0.10	Common equity	Long	USA
MFS Blended Research Emerging Markets Equity Fund	613.23 k	42.85 k shares	0.10	Common equity	Long	USA