{"entity_type":"fund","name":"MFS Lifetime 2050 Fund","identifiers":{"lei":"549300L30DVISSHBKT35","cik":"1330967","fund_id":"S000030062","fundkey":"mfs-lifetime-2050-fund"},"dates":{"reporting_period_start":"2026-01-31","reporting_period_end":"2026-04-30","filing_date":"2026-03-27"},"summary":{"total_positions":28,"total_value_usd":634112046.66,"asset_categories":["EC"],"by_asset_category":{"EC":{"positions":28,"total_value_usd":634112046.66}}},"holdings":[{"issuer_name":"MFS Blended Research International Equity Fund","title":"MFS Blended Research International Equity Fund","isin":"US5529874480","value_usd":72272642.48,"pct_val":11.39654989699,"balance":3898200.78,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Mid Cap Equity Fund","title":"MFS Blended Research Mid Cap Equity Fund","isin":"US5527435516","value_usd":62353559.04,"pct_val":9.832426523652,"balance":4067420.68,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Value Equity Fund","title":"MFS Blended Research Value Equity Fund","isin":"US5527461330","value_usd":35088682.62,"pct_val":5.533074598862,"balance":2124012.27,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Value Fund","title":"MFS Value Fund","isin":"US55273H3536","value_usd":34855401.82,"pct_val":5.496288946837,"balance":676016.33,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Commodity Strategy Fund","title":"MFS Commodity Strategy Fund","isin":"US55276T8264","value_usd":32440278.29,"pct_val":5.11545223086,"balance":8191989.47,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Growth Equity Fund","title":"MFS Blended Research Growth Equity Fund","isin":"US5527437835","value_usd":31918068.96,"pct_val":5.033105931046,"balance":1156870.93,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Growth Fund","title":"MFS Growth Fund","isin":"US5529856735","value_usd":31675369.95,"pct_val":4.994835137527,"balance":160870.34,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Global Real Estate Fund","title":"MFS Global Real Estate Fund","isin":"US5529827207","value_usd":31568267.96,"pct_val":4.977946407141,"balance":1914388.6,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Mid Cap Value Fund","title":"MFS Mid Cap Value Fund","isin":"US55273W4758","value_usd":31494117.33,"pct_val":4.966253720591,"balance":970542.91,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Mid Cap Growth Fund","title":"MFS Mid Cap Growth Fund","isin":"US5529875545","value_usd":30481313.63,"pct_val":4.806546430158,"balance":1078602.75,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Core Equity Fund","title":"MFS Blended Research Core Equity Fund","isin":"US55273W4832","value_usd":29343950.5,"pct_val":4.627197575359,"balance":731040.12,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Research Fund","title":"MFS Research Fund","isin":"US5529813918","value_usd":29219860.78,"pct_val":4.607630078764,"balance":515341.46,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Research International Fund","title":"MFS Research International Fund","isin":"US55273H3619","value_usd":26210377.55,"pct_val":4.133069794015,"balance":960790.97,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS International New Discovery Fund","title":"MFS International New Discovery Fund","isin":"US5529813835","value_usd":25657881.02,"pct_val":4.045947557218,"balance":735604.39,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS International Intrinsic Value Fund","title":"MFS International Intrinsic Value Fund","isin":"US5527463492","value_usd":22608378.95,"pct_val":3.56507676975,"balance":492771.99,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS International Growth Fund","title":"MFS International Growth Fund","isin":"US5527463567","value_usd":22445947.24,"pct_val":3.539463190056,"balance":457520.33,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Inflation Adjusted Bond Fund","title":"MFS Inflation Adjusted Bond Fund","isin":"US55274K8844","value_usd":16202662.74,"pct_val":2.554970290891,"balance":1782471.15,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Small Cap Equity Fund","title":"MFS Blended Research Small Cap Equity Fund","isin":"US5527436845","value_usd":15486237,"pct_val":2.441998336176,"balance":1000402.91,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Research Bond Fund","title":"MFS Research Bond Fund","isin":"US55274K6038","value_usd":12657525.36,"pct_val":1.995943615562,"balance":1313021.3,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Institutional Money Market Portfolio","title":"MFS Institutional Money Market Portfolio","isin":"US55291X1090","value_usd":9438338.8,"pct_val":1.488315569874,"balance":9436451.51,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS New Discovery Value Fund","title":"MFS New Discovery Value Fund","isin":"US5529826969","value_usd":7801469.12,"pct_val":1.230200377972,"balance":438777.79,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS New Discovery Fund","title":"MFS New Discovery Fund","isin":"US55273H3460","value_usd":7680738.88,"pct_val":1.211162632056,"balance":210028.41,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Blended Research Emerging Markets Equity Fund","title":"MFS Blended Research Emerging Markets Equity Fund","isin":"US5529872401","value_usd":6606939.06,"pct_val":1.041836967349,"balance":334359.26,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Emerging Markets Equity Fund","title":"MFS Emerging Markets Equity Fund","isin":"US5527463310","value_usd":6512655.79,"pct_val":1.026969599087,"balance":135313.85,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS High Income Fund","title":"MFS High Income Fund","isin":"US5529846843","value_usd":693714.03,"pct_val":0.109390583848,"balance":220226.68,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Emerging Markets Debt Fund","title":"MFS Emerging Markets Debt Fund","isin":"US5527463641","value_usd":523356.73,"pct_val":0.082527231365,"balance":40855.33,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Global Opportunistic Bond Fund","title":"MFS Global Opportunistic Bond Fund","isin":"US5527438825","value_usd":522181.42,"pct_val":0.082341898733,"balance":63525.72,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"},{"issuer_name":"MFS Emerging Markets Debt Local Currency Fund","title":"MFS Emerging Markets Debt Local Currency Fund","isin":"US5527463237","value_usd":352129.61,"pct_val":0.055526718449,"balance":57443.66,"units":"NS","currency":"USD","asset_cat":"EC","issuer_cat":"RF","inv_country":"US","fair_val_level":"1","payoff_profile":"Long"}],"source_documents":[{"label":"SEC NPORT-P Filings","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1330967&type=NPORT&dateb=&owner=exclude&count=40"}],"dataset":{"json":"https://dealcharts.org/llm/facts/fund/mfs-lifetime-2050-fund.json","page":"https://dealcharts.org/capitalmarkets/funds/mfs-lifetime-2050-fund/"},"provenance":{"curator":"CMD+RVL","curator_url":"https://cmdrvl.com","platform":"Dealcharts","platform_url":"https://dealcharts.org/","source":"SEC NPORT-P Public Filings","license":"CC-BY 4.0","license_url":"https://creativecommons.org/licenses/by/4.0/","attribution":"Data curated by CMD+RVL from SEC NPORT-P public filings"},"citation":"Fund: MFS Lifetime 2050 Fund | LEI: 549300L30DVISSHBKT35 | 28 positions totaling $634,112,047 across EC | Filing: Thu Mar 26 2026 20:00:00 GMT-0400 (Eastern Daylight Time) | Source: SEC NPORT-P via Dealcharts.org","updated_at":"2026-03-27"}
