Holdings (Monthly)
Guide ↗
MFS Lifetime 2040 Fund
· Mfs Series Trust Xii| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Blended Research Mid Cap Equity Fund | 552743551 | Jan 2026 | 4,840,377 | $74.2M | 8.77% | EC |
| 2 | MFS Blended Research International Equity Fund | 552987448 | Jan 2026 | 3,978,024 | $73.8M | 8.71% | EC |
| 3 | MFS Inflation Adjusted Bond Fund | 55274K884 | Jan 2026 | 4,782,219 | $43.5M | 5.14% | EC |
| 4 | MFS Blended Research Value Equity Fund | 552746133 | Jan 2026 | 2,548,683 | $42.1M | 4.97% | EC |
| 5 | MFS Value Fund | 55273H353 | Jan 2026 | 814,724 | $42.0M | 4.96% | EC |
| 6 | MFS Blended Research Core Equity Fund | 55273W483 | Jan 2026 | 969,188 | $38.9M | 4.60% | EC |
| 7 | MFS Research Fund | 552981391 | Jan 2026 | 684,295 | $38.8M | 4.58% | EC |
| 8 | MFS Blended Research Growth Equity Fund | 552743783 | Jan 2026 | 1,390,013 | $38.4M | 4.53% | EC |
| 9 | MFS Growth Fund | 552985673 | Jan 2026 | 193,509 | $38.1M | 4.50% | EC |
| 10 | MFS Mid Cap Value Fund | 55273W475 | Jan 2026 | 1,154,107 | $37.5M | 4.42% | EC |
| 11 | MFS Mid Cap Growth Fund | 552987554 | Jan 2026 | 1,289,166 | $36.4M | 4.30% | EC |
| 12 | MFS Commodity Strategy Fund | 55276T826 | Jan 2026 | 8,527,762 | $33.8M | 3.99% | EC |
| 13 | MFS High Income Fund | 552984684 | Jan 2026 | 10,717,653 | $33.8M | 3.99% | EC |
| 14 | MFS Global Real Estate Fund | 552982720 | Jan 2026 | 2,033,372 | $33.5M | 3.96% | EC |
| 15 | MFS Research International Fund | 55273H361 | Jan 2026 | 1,124,597 | $30.7M | 3.62% | EC |
| 16 | MFS Global Opportunistic Bond Fund | 552743882 | Jan 2026 | 3,214,358 | $26.4M | 3.12% | EC |
| 17 | MFS Emerging Markets Debt Fund | 552746364 | Jan 2026 | 1,989,692 | $25.5M | 3.01% | EC |
| 18 | MFS Research Bond Fund | 55274K603 | Jan 2026 | 2,496,733 | $24.1M | 2.84% | EC |
| 19 | MFS International Intrinsic Value Fund | 552746349 | Jan 2026 | 463,678 | $21.3M | 2.51% | EC |
| 20 | MFS International Growth Fund | 552746356 | Jan 2026 | 431,329 | $21.2M | 2.50% | EC |
| 21 | MFS Emerging Markets Debt Local Currency Fund | 552746323 | Jan 2026 | 2,781,347 | $17.0M | 2.01% | EC |
| 22 | MFS International New Discovery Fund | 552981383 | Jan 2026 | 485,712 | $16.9M | 2.00% | EC |
| 23 | MFS Blended Research Small Cap Equity Fund | 552743684 | Jan 2026 | 1,054,927 | $16.3M | 1.93% | EC |
| 24 | MFS Institutional Money Market Portfolio | 55291X109 | Jan 2026 | 12,787,003 | $12.8M | 1.51% | EC |
| 25 | MFS New Discovery Value Fund | 552982696 | Jan 2026 | 462,770 | $8.2M | 0.97% | EC |
| 26 | MFS New Discovery Fund | 55273H346 | Jan 2026 | 221,448 | $8.1M | 0.96% | EC |
| 27 | MFS Government Securities Fund | 552982712 | Jan 2026 | 549,761 | $4.8M | 0.57% | EC |
| 28 | MFS Blended Research Emerging Markets Equity Fund | 552987240 | Jan 2026 | 210,651 | $4.2M | 0.49% | EC |
| 29 | MFS Emerging Markets Equity Fund | 552746331 | Jan 2026 | 85,734 | $4.1M | 0.49% | EC |