MLFGX Holdings — MFS Lifetime 2040 Fund
Data updated: 2026-09-24
MLFGX holds 29 securities. The top 10 make up 54.3% of net assets, led by MFS Blended Research Mid Cap Equity Fund (8.68%) and MFS Blended Research International Equity Fund (8.45%). 99.9% of the portfolio is in United States. No debt holdings are reported.
Holdings cover 99.88% of net asset value (99.83% of total assets; remainder is cash and receivables). As of July 31, 2026 · N-PORT.
MLFGX Portfolio Holdings
29 holdings of MFS Lifetime 2040 Fund by percentage of net assets, from the fund's SEC N-PORT filing as of July 31, 2026.
| Holding | Ticker | Sector | % of net assets | Value (USD) |
|---|---|---|---|---|
| MFS Blended Research Mid Cap Equity Fund | — | Funds & ETFs | 8.68% | $71.57M |
| MFS Blended Research International Equity Fund | — | Funds & ETFs | 8.45% | $69.67M |
| MFS Inflation Adjusted Bond Fund | — | Funds & ETFs | 5.30% | $43.66M |
| MFS Value Fund | — | Funds & ETFs | 4.86% | $40.06M |
| MFS Blended Research Value Equity Fund | — | Funds & ETFs | 4.86% | $40.04M |
| MFS Blended Research Core Equity Fund | — | Funds & ETFs | 4.50% | $37.11M |
| MFS Research Fund | — | Funds & ETFs | 4.50% | $37.11M |
| MFS Growth Fund | — | Funds & ETFs | 4.43% | $36.55M |
| MFS Blended Research Growth Equity Fund | — | Funds & ETFs | 4.43% | $36.49M |
| MFS Mid Cap Value Fund | — | Funds & ETFs | 4.33% | $35.67M |
| MFS Mid Cap Growth Fund | — | Funds & ETFs | 4.29% | $35.35M |
| MFS Global Real Estate Fund | — | Funds & ETFs | 4.03% | $33.21M |
| MFS Commodity Strategy Fund | — | Funds & ETFs | 4.00% | $32.98M |
| MFS High Income Fund | — | Funds & ETFs | 3.98% | $32.79M |
| MFS Research Bond Fund | — | Funds & ETFs | 3.93% | $32.44M |
| MFS Research International Fund | — | Funds & ETFs | 3.59% | $29.60M |
| MFS Global Opportunistic Bond Fund | — | Funds & ETFs | 3.31% | $27.25M |
| MFS Emerging Markets Debt Fund | — | Funds & ETFs | 2.98% | $24.54M |
| MFS International Intrinsic Equity Fund | — | Funds & ETFs | 2.44% | $20.10M |
| MFS International Growth Fund | — | Funds & ETFs | 2.43% | $20.05M |
| MFS Emerging Markets Debt Local Currency Fund | — | Funds & ETFs | 2.01% | $16.54M |
| MFS Blended Research Small Cap Equity Fund | — | Funds & ETFs | 1.91% | $15.77M |
| MFS International New Discovery Fund | — | Funds & ETFs | 1.90% | $15.70M |
| MFS Government Securities Fund | — | Funds & ETFs | 1.56% | $12.83M |
| MFS New Discovery Fund | — | Funds & ETFs | 0.96% | $7.94M |
| MFS New Discovery Value Fund | — | Funds & ETFs | 0.93% | $7.63M |
| MFS Institutional Money Market Portfolio | — | Funds & ETFs | 0.44% | $3.63M |
| MFS Emerging Markets Equity Fund | — | Funds & ETFs | 0.44% | $3.60M |
| MFS Blended Research Emerging Markets Equity Fund | — | Funds & ETFs | 0.43% | $3.57M |
MLFGX Sector Allocation
MFS Lifetime 2040 Fund holdings grouped by sector, by share of the portfolio's market value.
| Sector | Weight | Holdings |
|---|---|---|
| Funds & ETFs | 100.0% | 29 |
MLFGX Country Allocation
Where MFS Lifetime 2040 Fund's holdings are domiciled, by percentage of net assets (largest 1).
| Country | % of net assets |
|---|---|
| United States | 99.9% |
MLFGX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2040 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.