Holdings (Monthly) Guide ↗

MFS Lifetime 2065 Fund

· Mfs Series Trust Xii

Monthly Holdings $49M AUM 24 positions Period Jan 2026 Filed Mar 27, 2026 EDGAR ↗ ← All Funds

#	Name	Ticker	Since	Shares	Value	% Port	Cat
1	MFS Blended Research International Equity Fund	552987448	Jan 2026	296,375	$5.5M	11.32%	EC
2	MFS Blended Research Mid Cap Equity Fund	552743551	Jan 2026	313,160	$4.8M	9.89%	EC
3	MFS Blended Research Value Equity Fund	552746133	Jan 2026	162,229	$2.7M	5.52%	EC
4	MFS Value Fund	55273H353	Jan 2026	51,938	$2.7M	5.52%	EC
5	MFS Blended Research Growth Equity Fund	552743783	Jan 2026	90,074	$2.5M	5.12%	EC
6	MFS Growth Fund	552985673	Jan 2026	12,547	$2.5M	5.09%	EC
7	MFS Commodity Strategy Fund	55276T826	Jan 2026	622,653	$2.5M	5.08%	EC
8	MFS Global Real Estate Fund	552982720	Jan 2026	147,701	$2.4M	5.02%	EC
9	MFS Mid Cap Value Fund	55273W475	Jan 2026	74,589	$2.4M	4.99%	EC
10	MFS Mid Cap Growth Fund	552987554	Jan 2026	83,368	$2.4M	4.85%	EC
11	MFS Blended Research Core Equity Fund	55273W483	Jan 2026	56,211	$2.3M	4.65%	EC
12	MFS Research Fund	552981391	Jan 2026	39,674	$2.2M	4.63%	EC
13	MFS Research International Fund	55273H361	Jan 2026	73,083	$2.0M	4.11%	EC
14	MFS International New Discovery Fund	552981383	Jan 2026	56,577	$2.0M	4.07%	EC
15	MFS International Intrinsic Value Fund	552746349	Jan 2026	37,556	$1.7M	3.55%	EC
16	MFS International Growth Fund	552746356	Jan 2026	34,963	$1.7M	3.53%	EC
17	MFS Inflation Adjusted Bond Fund	55274K884	Jan 2026	133,862	$1.2M	2.51%	EC
18	MFS Blended Research Small Cap Equity Fund	552743684	Jan 2026	77,133	$1.2M	2.46%	EC
19	MFS Research Bond Fund	55274K603	Jan 2026	105,244	$1.0M	2.09%	EC
20	MFS Institutional Money Market Portfolio	55291X109	Jan 2026	734,436	$735K	1.51%	EC
21	MFS New Discovery Value Fund	552982696	Jan 2026	33,857	$602K	1.24%	EC
22	MFS New Discovery Fund	55273H346	Jan 2026	16,201	$592K	1.22%	EC
23	MFS Blended Research Emerging Markets Equity Fund	552987240	Jan 2026	25,667	$507K	1.04%	EC
24	MFS Emerging Markets Equity Fund	552746331	Jan 2026	10,412	$501K	1.03%	EC