Basic Stats
Portfolio Value $ 381,728,029
Current Positions 24
Latest Holdings, Performance, AUM (from 13F, 13D)

LFIAX - MFS Lifetime 2055 Fund A has disclosed 24 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 381,728,029 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). LFIAX - MFS Lifetime 2055 Fund A’s top holdings are MFS Series Trust IV - MFS Blended Research International Equity Fund Class A (US:BRXAX) , Mfs Series Trust X - MFS Blended Research Mid Cap Equity Fund - Class A (US:BMSFX) , Mfs Series Trust X - MFS Blended Research Value Equity Fund Class A (US:BRUDX) , MFS Value Fund (US:US55273H3536) , and Mfs Series Trust X - MFS Blended Research Growth Equity Fund Class A (US:BRWAX) .

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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
3.01 42.92 11.2410 0.1826
0.87 19.92 5.2169 0.1144
1.20 19.16 5.0182 0.0605
0.34 13.63 3.5700 0.0520
0.64 15.49 4.0582 0.0518
0.11 19.77 5.1777 0.0458
0.64 19.41 5.0841 0.0440
0.30 13.59 3.5601 0.0421
0.17 4.87 1.2747 0.0252
0.74 9.55 2.5001 0.0231
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
4.97 18.23 4.7738 -0.2408
7.20 7.20 1.8870 -0.1159
0.99 9.14 2.3931 -0.1057
0.77 7.28 1.9076 -0.0848
1.37 20.77 5.4398 -0.0543
0.43 20.74 5.4317 -0.0412
0.63 18.85 4.9371 -0.0383
2.86 38.11 9.9815 -0.0126
0.33 17.63 4.6164 -0.0047
0.29 4.73 1.2384 -0.0014
13F and Fund Filings

This form was filed on 2025-06-24 for the reporting period 2025-04-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
BRXAX / MFS Series Trust IV - MFS Blended Research International Equity Fund Class A 3.01 -5.18 42.92 0.38 11.2410 0.1826
BMSFX / Mfs Series Trust X - MFS Blended Research Mid Cap Equity Fund - Class A 2.86 10.02 38.11 -1.37 9.9815 -0.0126
BRUDX / Mfs Series Trust X - MFS Blended Research Value Equity Fund Class A 1.37 2.98 20.77 -2.23 5.4398 -0.0543
US55273H3536 / MFS Value Fund 0.43 1.43 20.74 -1.99 5.4317 -0.0412
BRWAX / Mfs Series Trust X - MFS Blended Research Growth Equity Fund Class A 0.87 14.00 19.92 0.97 5.2169 0.1144
US5529856735 / MFS Growth Fund 0.11 12.33 19.77 -0.37 5.1777 0.0458
US5529875545 / MFS Mid Cap Growth Fund 0.64 9.62 19.41 -0.38 5.0841 0.0440
US5529827207 / MFS Global Real Estate Fund 1.20 1.20 19.16 -0.04 5.0182 0.0605
US55273W4758 / MFS Mid Cap Value Fund 0.63 8.17 18.85 -2.01 4.9371 -0.0383
US55276T8264 / MFS Commodity Strategy Fund 4.97 -5.22 18.23 -5.99 4.7738 -0.2408
MUEAX / MFS Series Trust XI - MFS Blended Research Core Equity Fund Class A 0.51 8.26 17.66 -0.90 4.6261 0.0164
US5529813918 / MFS Research Fund 0.33 8.61 17.63 -1.35 4.6164 -0.0047
US55273H3619 / MFS Research International Fund 0.64 -4.05 15.49 0.03 4.0582 0.0518
US5529813835 / MFS International New Discovery Fund 0.48 -6.45 15.37 -0.76 4.0262 0.0200
US5527463492 / MFS International Value Fund 0.34 -4.69 13.63 0.21 3.5700 0.0520
US5527463567 / MFS International Growth Fund 0.30 -3.10 13.59 -0.07 3.5601 0.0421
BRSDX / Mfs Series Trust X - MFS Blended Research Small Cap Equity Fund Class A 0.74 17.88 9.55 -0.32 2.5001 0.0231
US55274K8844 / MFS Inflation Adjusted Bond Fund 0.99 -7.68 9.14 -5.43 2.3931 -0.1057
US55274K6038 / MFS Research Bond Fund 0.77 -6.54 7.28 -5.45 1.9076 -0.0848
US55291X1090 / MFS Institutional Money Market Portfolio 7.20 -6.95 7.20 -6.97 1.8870 -0.1159
US55273H3460 / MFS New Discovery Fund 0.17 13.87 4.87 0.75 1.2747 0.0252
US5529826969 / MFS New Discovery Value Fund 0.29 12.65 4.73 -1.36 1.2384 -0.0014
US5527463310 / MFS Emerging Markets Equity Fund 0.11 -3.41 3.86 -0.59 1.0111 0.0067
BRKAX / MFS Series Trust IV - MFS Blended Research Emerging Markets Equity Fund Class A 0.27 -1.66 3.86 -0.34 1.0104 0.0094