MFS Lifetime 2040 I (MLFIX)

MLFIX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	BMSYX	MFS Blended Research Mid Cap Eq R6	9.03%	4,940,642
2	BRXVX	MFS Blended Research Intl Eq R6	8.74%	4,513,829
3	BRUNX	MFS Blended Research Value Equity R6	5.01%	2,475,242
4	MIAKX	MFS Inflation-Adjusted Bond R6	4.98%	4,445,895
5	MEIKX	MFS Value R6	4.98%	797,252
6	BRWVX	MFS Blended Research Growth Eq R6	4.73%	1,395,465
7	MFEKX	MFS Growth R6	4.69%	171,834
8	MFRKX	MFS Research R6	4.69%	615,940
9	MUEVX	MFS Blended Research Core Equity R6	4.68%	967,265
10	OTCKX	MFS Mid Cap Growth R6	4.57%	1,092,307
11	MVCKX	MFS Mid Cap Value R6	4.50%	1,128,869
12	MCSRX	MFS Commodity Strategy Fund	3.99%	8,640,792
13	MGLRX	MFS Global Real Estate R6	3.97%	1,996,901
14	MHIKX	MFS High Income R6	3.94%	10,277,171
15	MRSKX	MFS Research International R6	3.56%	1,153,194
16	MEDHX	MFS Emerging Markets Debt R6	2.97%	1,974,325
17	MGBOX	MFS Global Opportunistic Bd R6	2.96%	2,944,399
18	MINJX	MFS International Intrinsic Value R6	2.57%	491,915
19	MGRDX	MFS International Growth R6	2.56%	441,533
20	MRBKX	MFS Total Return Bond R6	2.51%	2,145,542
21	MIDLX	MFS International New Discovery R6	2.08%	499,762
22	BRSYX	MFS Blended Research Small Cap Eq R6	2.00%	1,125,950
23	EMLNX	MFS Emerging Markets Debt Local Currency Fund	1.95%	2,793,407
24	n/a	Currency Cash CASH_USD	1.31%	10,618,132
25	MNDKX	MFS New Discovery R6	1.00%	251,401

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%