MFS Lifetime 2040 Fund Class R4 (MLFJX)

MLFJX Holdings List

As of Feb 28, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	n/a	MFS Blended Research Mid Cap Eq R6	8.92%	4,867,884
2	n/a	MFS Blended Research Intl Eq R6	8.72%	4,990,880
3	n/a	MFS Value R6	5.16%	786,334
4	n/a	MFS Blended Research Value Equity R6	5.09%	2,477,527
5	n/a	MFS Inflation-Adjusted Bond R6	4.96%	4,212,004
6	n/a	MFS Blended Research Core Equity R6	4.59%	973,821
7	n/a	MFS Research R6	4.57%	613,551
8	n/a	MFS Mid Cap Value R6	4.53%	1,104,865
9	n/a	MFS Growth R6	4.51%	174,307
10	n/a	MFS Blended Research Growth Eq R6	4.51%	1,424,958
11	n/a	MFS Mid Cap Growth R6	4.37%	1,082,145
12	n/a	MFS Global Real Estate R6	4.13%	1,965,695
13	n/a	MFS Commodity Strategy R6	4.01%	8,429,080
14	n/a	MFS High Income R6	3.78%	9,517,130
15	n/a	MFS Research International R6	3.61%	1,197,207
16	n/a	MFS Global Opportunistic Bd R6	2.85%	2,721,631
17	n/a	MFS Emerging Markets Debt R6	2.85%	1,836,364
18	n/a	MFS International Intrinsic Value R6	2.61%	528,526
19	n/a	MFS International Growth R6	2.60%	459,459
20	n/a	MFS Total Return Bond R6	2.52%	2,059,356
21	n/a	MFS International New Discovery R6	2.14%	551,301
22	n/a	Currency Cash CASH_USD	2.05%	16,006,808
23	n/a	MFS Blended Research Small Cap Eq R6	1.98%	1,065,542
24	n/a	MFS Emerging Markets Debt Lcl Ccy R6	1.88%	2,762,215
25	n/a	MFS New Discovery Value R6	1.01%	433,082
26	n/a	MFS New Discovery R6	0.98%	248,003
27	n/a	MFS Emerging Markets Equity R6	0.53%	115,359
28	n/a	MFS Blended Research Em Mkts Eq R6	0.53%	295,062

As of Feb 28, 2025

Asset Allocation

Asset Class	% Weight
Stocks	73.25%
Bond	22.77%
Other	4.58%
Not Classified	0.09%
Cash	-0.69%

Country Breakdown

Sector	% Weight
United States	94.06%
Other	5.94%