MLFAX holdings — MFS Lifetime 2040 Fund

MFS Lifetime 2040 Fund (MLFAX) held 29 positions with net assets of $824M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 54.3% of the fund, led by MFS Blended Research Mid Cap Equity Fund, MFS Blended Research International Equity Fund, MFS Inflation Adjusted Bond Fund.

MLFAX top holdings

  1. MFS Blended Research Mid Cap Equity Fund — 8.68% ($71.6M)
  2. MFS Blended Research International Equity Fund — 8.45% ($69.7M)
  3. MFS Inflation Adjusted Bond Fund — 5.30% ($43.7M)
  4. MEIKX MFS Value Fund — 4.86% ($40.1M)
  5. MFS Blended Research Value Equity Fund — 4.86% ($40.0M)
  6. MFS Blended Research Core Equity Fund — 4.50% ($37.1M)
  7. MFS Research Fund — 4.50% ($37.1M)
  8. MFS Growth Fund — 4.43% ($36.5M)
  9. MFS Blended Research Growth Equity Fund — 4.43% ($36.5M)
  10. MVCKX MFS Mid Cap Value Fund — 4.33% ($35.7M)
  11. OTCKX MFS Mid Cap Growth Fund — 4.29% ($35.3M)
  12. MFS Global Real Estate Fund — 4.03% ($33.2M)
  13. MFS Commodity Strategy Fund — 4.00% ($33.0M)
  14. MFS High Income Fund — 3.98% ($32.8M)
  15. MFS Research Bond Fund — 3.93% ($32.4M)
  16. MFS Research International Fund — 3.59% ($29.6M)
  17. MFS Global Opportunistic Bond Fund — 3.31% ($27.2M)
  18. MFS Emerging Markets Debt Fund — 2.98% ($24.5M)
  19. MFS International Intrinsic Equity Fund — 2.44% ($20.1M)
  20. MFS International Growth Fund — 2.43% ($20.0M)
  21. MFS Emerging Markets Debt Local Currency Fund — 2.01% ($16.5M)
  22. MFS Blended Research Small Cap Equity Fund — 1.91% ($15.8M)
  23. MIDLX MFS International New Discovery Fund — 1.90% ($15.7M)
  24. MFS Government Securities Fund — 1.56% ($12.8M)
  25. MFS New Discovery Fund — 0.96% ($7.94M)

What are MLFAX's top 10 holdings?

MFS Blended Research Mid Cap Equity Fund (8.7%), MFS Blended Research International Equity Fund (8.5%), MFS Inflation Adjusted Bond Fund (5.3%), MEIKX (4.9%), MFS Blended Research Value Equity Fund (4.9%), MFS Blended Research Core Equity Fund (4.5%), MFS Research Fund (4.5%), MFS Growth Fund (4.4%), MFS Blended Research Growth Equity Fund (4.4%), MVCKX (4.3%).

How many stocks are in MLFAX?

MFS Lifetime 2040 Fund reported 29 holdings as of July 31, 2026.

Share classes: MLFAX, MLFBX, MLFCX, MLFEX, MLFGX, MLFHX, MLFIX, MLFJX, MLFKX

All ETF and mutual fund holdings