LFTKX
MFS Lifetime 2065 Fund
MFS SERIES TRUST XII
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
24
Top-10 weight
62.37%
Effective holdings ?
18
Crowding ?
16.0

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 MFS Blended Research International Equity Fund 296,375 $5.49M 11.32%
2 MFS Blended Research Mid Cap Equity Fund 313,160 $4.80M 9.89%
3 MFS Blended Research Value Equity Fund 162,229 $2.68M 5.52%
4 MFS-VALUE-R6 51,938 $2.68M 5.52%
5 MFS Blended Research Growth Equity Fund 90,074 $2.49M 5.12%
6 MFS Growth Fund 12,547 $2.47M 5.09%
7 MFS Commodity Strategy Fund 622,653 $2.47M 5.08%
8 MFS-GL RL ES-R5 147,701 $2.44M 5.02%
9 MFS Mid Cap Value Fund 74,589 $2.42M 4.99%
10 MFS Mid Cap Growth Fund 83,368 $2.36M 4.85%
11 MFS Blended Research Core Equity Fund 56,211 $2.26M 4.65%
12 MFS-RESEAR-R6 39,674 $2.25M 4.63%
13 MFS-RSCH IN-R6 73,083 $1.99M 4.11%
14 MFS-INT N D-R6 56,577 $1.97M 4.07%
15 MFS International Intrinsic Value Fund 37,556 $1.72M 3.55%
16 MFS-INTL GRW-R6 34,963 $1.72M 3.53%
17 MFS Inflation Adjusted Bond Fund 133,862 $1.22M 2.51%
18 MFS Blended Research Small Cap Equity Fund 77,133 $1.19M 2.46%
19 MFS Research Bond Fund 105,244 $1.01M 2.09%
20 MFS Institutional Money Market Portfolio, Class A 734,436 $734.58K 1.51%
21 MFS New Discovery Value Fund 33,857 $601.98K 1.24%
22 MFS New Discovery Fund 16,201 $592.47K 1.22%
23 MFS Blended Research Emerging Markets Equity Fund 25,667 $507.18K 1.04%
24 MFS Emerging Markets Equity Fund 10,412 $501.14K 1.03%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.