FundWatcher
MFJKX
MFS Lifetime 2060 Fund
MFS SERIES TRUST XII
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
24
Top-10 weight
62.35%
Effective holdings ?
18
Crowding ?
16.0

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 MFS Blended Research International Equity Fund — 1,640,723 $30.42M 11.40%
2 MFS Blended Research Mid Cap Equity Fund — 1,710,781 $26.23M 9.83%
3 MFS Blended Research Value Equity Fund — 892,312 $14.74M 5.53%
4 MFS-VALUE-R6 — 285,096 $14.70M 5.51%
5 MFS Blended Research Growth Equity Fund — 494,631 $13.65M 5.12%
6 MFS Growth Fund — 68,801 $13.55M 5.08%
7 MFS Commodity Strategy Fund — 3,399,502 $13.46M 5.05%
8 MFS-GL RL ES-R5 — 812,329 $13.40M 5.02%
9 MFS Mid Cap Value Fund — 408,213 $13.25M 4.97%
10 MFS Mid Cap Growth Fund — 457,006 $12.91M 4.84%
11 MFS Blended Research Core Equity Fund — 310,210 $12.45M 4.67%
12 MFS-RESEAR-R6 — 218,748 $12.40M 4.65%
13 MFS-RSCH IN-R6 — 403,663 $11.01M 4.13%
14 MFS-INT N D-R6 — 313,479 $10.93M 4.10%
15 MFS International Intrinsic Value Fund — 208,168 $9.55M 3.58%
16 MFS-INTL GRW-R6 — 193,708 $9.50M 3.56%
17 MFS Inflation Adjusted Bond Fund — 735,364 $6.68M 2.51%
18 MFS Blended Research Small Cap Equity Fund — 419,978 $6.50M 2.44%
19 MFS Research Bond Fund — 557,892 $5.38M 2.02%
20 MFS Institutional Money Market Portfolio, Class A — 3,936,176 $3.94M 1.48%
21 MFS New Discovery Value Fund — 183,929 $3.27M 1.23%
22 MFS New Discovery Fund — 88,220 $3.23M 1.21%
23 MFS Blended Research Emerging Markets Equity Fund — 141,242 $2.79M 1.05%
24 MFS Emerging Markets Equity Fund — 57,557 $2.77M 1.04%

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