Holdings (Monthly)
Guide ↗
MFS Lifetime 2060 Fund
· Mfs Series Trust Xii| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | MFS Blended Research International Equity Fund | 552987448 | Jan 2026 | 1,640,723 | $30.4M | 11.40% | EC |
| 2 | MFS Blended Research Mid Cap Equity Fund | 552743551 | Jan 2026 | 1,710,781 | $26.2M | 9.83% | EC |
| 3 | MFS Blended Research Value Equity Fund | 552746133 | Jan 2026 | 892,312 | $14.7M | 5.53% | EC |
| 4 | MFS Value Fund | 55273H353 | Jan 2026 | 285,096 | $14.7M | 5.51% | EC |
| 5 | MFS Blended Research Growth Equity Fund | 552743783 | Jan 2026 | 494,631 | $13.6M | 5.12% | EC |
| 6 | MFS Growth Fund | 552985673 | Jan 2026 | 68,801 | $13.5M | 5.08% | EC |
| 7 | MFS Commodity Strategy Fund | 55276T826 | Jan 2026 | 3,399,502 | $13.5M | 5.05% | EC |
| 8 | MFS Global Real Estate Fund | 552982720 | Jan 2026 | 812,329 | $13.4M | 5.02% | EC |
| 9 | MFS Mid Cap Value Fund | 55273W475 | Jan 2026 | 408,213 | $13.2M | 4.97% | EC |
| 10 | MFS Mid Cap Growth Fund | 552987554 | Jan 2026 | 457,006 | $12.9M | 4.84% | EC |
| 11 | MFS Blended Research Core Equity Fund | 55273W483 | Jan 2026 | 310,210 | $12.5M | 4.67% | EC |
| 12 | MFS Research Fund | 552981391 | Jan 2026 | 218,748 | $12.4M | 4.65% | EC |
| 13 | MFS Research International Fund | 55273H361 | Jan 2026 | 403,663 | $11.0M | 4.13% | EC |
| 14 | MFS International New Discovery Fund | 552981383 | Jan 2026 | 313,479 | $10.9M | 4.10% | EC |
| 15 | MFS International Intrinsic Value Fund | 552746349 | Jan 2026 | 208,168 | $9.6M | 3.58% | EC |
| 16 | MFS International Growth Fund | 552746356 | Jan 2026 | 193,708 | $9.5M | 3.56% | EC |
| 17 | MFS Inflation Adjusted Bond Fund | 55274K884 | Jan 2026 | 735,364 | $6.7M | 2.51% | EC |
| 18 | MFS Blended Research Small Cap Equity Fund | 552743684 | Jan 2026 | 419,978 | $6.5M | 2.44% | EC |
| 19 | MFS Research Bond Fund | 55274K603 | Jan 2026 | 557,892 | $5.4M | 2.02% | EC |
| 20 | MFS Institutional Money Market Portfolio | 55291X109 | Jan 2026 | 3,936,176 | $3.9M | 1.48% | EC |
| 21 | MFS New Discovery Value Fund | 552982696 | Jan 2026 | 183,929 | $3.3M | 1.23% | EC |
| 22 | MFS New Discovery Fund | 55273H346 | Jan 2026 | 88,220 | $3.2M | 1.21% | EC |
| 23 | MFS Blended Research Emerging Markets Equity Fund | 552987240 | Jan 2026 | 141,242 | $2.8M | 1.05% | EC |
| 24 | MFS Emerging Markets Equity Fund | 552746331 | Jan 2026 | 57,557 | $2.8M | 1.04% | EC |