MFS Lifetime 2055 Fund

Fund Profile

Fund profile

Tickers

LFIAX, LFIBX, LFICX, LFIIX, LFIRX, LFISX, LFITX, LFIUX, LFIKX

Fund manager

MFS Series Trust Xii

Total assets

$377.02 mm

Liabilities

$274.67 k

Net assets

$376.75 mm

Number of holdings

24.00

24 Holdings

As of Oct 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
MFS Blended Research International Equity Fund	40.86 mm	2.96 mm shares	10.84	Common equity	Long	USA
MFS Blended Research Mid Cap Equity Fund	38.10 mm	2.44 mm shares	10.11	Common equity	Long	USA
MFS Blended Research Value Equity Fund	20.91 mm	1.21 mm shares	5.55	Common equity	Long	USA
MFS Value Fund	20.69 mm	389.47 k shares	5.49	Common equity	Long	USA
MFS Blended Research Growth Equity Fund	19.67 mm	791.58 k shares	5.22	Common equity	Long	USA
MFS Growth Fund	19.38 mm	89.65 k shares	5.14	Common equity	Long	USA
MFS Mid Cap Value Fund	19.02 mm	532.30 k shares	5.05	Common equity	Long	USA
MFS Commodity Strategy Fund	18.84 mm	5.25 mm shares	5.00	Common equity	Long	USA
MFS Mid Cap Growth Fund	18.77 mm	579.19 k shares	4.98	Common equity	Long	USA
MFS Global Real Estate Fund	18.41 mm	1.05 mm shares	4.89	Common equity	Long	USA
MFS Blended Research Core Equity Fund	17.64 mm	450.78 k shares	4.68	Common equity	Long	USA
MFS Research Fund	17.54 mm	283.57 k shares	4.66	Common equity	Long	USA
MFS International New Discovery Fund	14.78 mm	442.52 k shares	3.92	Common equity	Long	USA
MFS Research International Fund	14.77 mm	626.03 k shares	3.92	Common equity	Long	USA
MFS International Growth Fund	13.02 mm	287.13 k shares	3.46	Common equity	Long	USA
MFS International Intrinsic Value Fund	12.98 mm	311.92 k shares	3.44	Common equity	Long	USA
MFS Blended Research Small Cap Equity Fund	9.48 mm	597.14 k shares	2.52	Common equity	Long	USA
MFS Inflation Adjusted Bond Fund	9.23 mm	1.01 mm shares	2.45	Common equity	Long	USA
MFS Institutional Money Market Portfolio	8.39 mm	8.38 mm shares	2.23	Short-term investment vehicle	Long	USA
MFS Research Bond Fund	7.13 mm	750.22 k shares	1.89	Common equity	Long	USA
MFS New Discovery Fund	4.78 mm	153.30 k shares	1.27	Common equity	Long	USA
MFS New Discovery Value Fund	4.76 mm	246.90 k shares	1.26	Common equity	Long	USA
MFS Emerging Markets Equity Fund	3.72 mm	102.89 k shares	0.99	Common equity	Long	USA
MFS Blended Research Emerging Markets Equity Fund	3.72 mm	260.04 k shares	0.99	Common equity	Long	USA