MFS Lifetime 2040 R3 (MLFHX)

MLFHX Holdings List

As of Aug 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	BMSYX	MFS Blended Research Mid Cap Eq R6	9.12%	4,909,752
2	BRXVX	MFS Blended Research Intl Eq R6	8.70%	4,439,055
3	BRUNX	MFS Blended Research Value Equity R6	5.04%	2,468,710
4	MEIKX	MFS Value R6	5.04%	791,964
5	MIAKX	MFS Inflation-Adjusted Bond R6	4.95%	4,436,337
6	MUEVX	MFS Blended Research Core Equity R6	4.64%	956,802
7	BRWVX	MFS Blended Research Growth Eq R6	4.64%	1,371,498
8	MFRKX	MFS Research R6	4.63%	612,268
9	MFEKX	MFS Growth R6	4.58%	172,472
10	MVCKX	MFS Mid Cap Value R6	4.54%	1,122,864
11	OTCKX	MFS Mid Cap Growth Fund Class R6	4.48%	1,086,836
12	MCSRX	MFS Commodity Strategy Fund	4.05%	8,664,847
13	MGLRX	MFS Global Real Estate R6	4.04%	1,993,341
14	MHIKX	MFS High Income R6	3.92%	10,340,688
15	MRSKX	MFS Research International R6	3.56%	1,148,491
16	MEDHX	MFS Emerging Markets Debt R6	2.95%	1,975,036
17	MGBOX	MFS Series Trust X - MFS Global Bond Fund	2.93%	2,955,422
18	MINJX	MFS International Intrinsic Value R6	2.56%	479,491
19	MGRDX	MFS International Growth R6	2.55%	440,000
20	MRBKX	MFS Series Trust IX - MFS Total Return Bond Fund	2.47%	2,142,011
21	MIDLX	MFS International New Discovery R6	2.06%	491,046
22	BRSYX	MFS Blended Research Small Cap Eq R6	2.06%	1,103,851
23	EMLNX	MFS Emerging Markets Debt Local Currency Fund	1.97%	2,798,813
24	n/a	Currency Cash CASH_USD	1.45%	12,004,372
25	NDVVX	MFS New Discovery Value R6	1.03%	463,941

Showing 25 of 28 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	75.51%
Bond	22.13%
Other	4.02%
Not Classified	0.06%
Cash	-1.72%

Country Breakdown

Sector	% Weight
United States	94.06%
Other	5.94%