MFS Lifetime 2055 Fund (LFIAX)

LFIAX Holdings List

As of Aug 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	BRXVX	MFS Blended Research Intl Eq R6	11.17%	2,928,168
2	BMSYX	MFS Blended Research Mid Cap Eq R6	10.08%	2,789,660
3	MEIKX	MFS Value R6	5.52%	446,273
4	BRUNX	MFS Blended Research Value Equity R6	5.52%	1,390,346
5	BRWVX	MFS Blended Research Growth Eq R6	5.15%	781,951
6	MFEKX	MFS Growth R6	5.11%	98,909
7	MCSRX	MFS Commodity Strategy Fund	5.04%	5,535,958
8	MVCKX	MFS Mid Cap Value R6	5.02%	638,277
9	MGLRX	MFS Global Real Estate R6	5.02%	1,271,905
10	OTCKX	MFS Mid Cap Growth R6	4.98%	621,326
11	MUEVX	MFS Blended Research Core Equity R6	4.64%	491,299
12	MFRKX	MFS Research R6	4.63%	314,576
13	MIDLX	MFS International New Discovery R6	4.05%	495,287
14	MRSKX	MFS Research International R6	4.02%	667,645
15	MINJX	MFS International Intrinsic Value R6	3.55%	342,042
16	MGRDX	MFS International Growth R6	3.53%	312,780
17	BRSYX	MFS Blended Research Small Cap Eq R6	2.56%	705,366
18	MIAKX	MFS Inflation-Adjusted Bond R6	2.49%	1,146,892
19	MRBKX	MFS Total Return Bond R6	1.98%	882,666
20	n/a	Currency Cash CASH_USD	1.38%	5,847,157
21	NDVVX	MFS New Discovery Value R6	1.27%	296,231
22	MNDKX	MFS New Discovery R6	1.25%	159,790
23	MEMJX	MFS Emerging Markets Equity R6	1.02%	102,763
24	BRKVX	MFS Blended Research Em Mkts Eq R6	1.02%	261,444

Asset Allocation

Asset Class	% Weight
Stocks	87.99%
Bond	8.92%
Other	4.94%
Not Classified	0.05%
Cash	-1.90%

Sector Breakdown

Sector	% Weight
Technology	17.94%
Financials	14.79%
Industrials	14.10%
Healthcare	11.11%
Consumer Discretionary	9.40%
Real Estate	8.50%
Consumer Staples	5.86%
Materials	5.68%
Communication Services	5.33%
Energy	4.27%
Utilities	3.02%

Country Breakdown

Sector	% Weight
United States	93.70%
Other	6.30%