MFS Series Trust XII
05/28/2026 | Press release | Distributed by Public on 05/28/2026 07:09
Prospectus by Investment Company (Form 497)
SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION
The date of this supplement is May 28, 2026.
For the MFS® Funds listed below:
|
MFS® CORE BOND FUND |
MFS® LIFETIME® 2060 FUND |
|
MFS® CORPORATE BOND FUND |
MFS® LIFETIME® 2065 FUND |
|
MFS® LIFETIME® 2030 FUND |
MFS® LIFETIME® 2070 FUND |
|
MFS® LIFETIME® 2035 FUND |
MFS® LIFETIME® INCOME FUND |
|
MFS® LIFETIME® 2040 FUND |
MFS® LIMITED MATURITY FUND |
|
MFS® LIFETIME® 2045 FUND |
MFS® MUNICIPAL LIMITED MATURITY FUND |
|
MFS® LIFETIME® 2050 FUND |
MFS® TOTAL RETURN BOND FUND |
|
MFS® LIFETIME® 2055 FUND |
Effective May 22, 2026, MFS Lifetime 2025 Fund was reorganized into MFS Lifetime Income Fund. Effective May 22, 2026, all references and information related to MFS Lifetime 2025 Fund are hereby deleted in their entirety.
Effective immediately, the sub-sections entitled "Ownership of Fund Shares" and "Other Accounts" under the main heading entitled "APPENDIX D - PORTFOLIO MANAGER(S)" are hereby restated, with respect to MFS Core Bond Fund and MFS Corporate Bond Fund only, as follows:
Ownership of Fund Shares
The following table shows the dollar range of equity securities of the Fund beneficially owned by the Fund's portfolio manager(s) (including the value of any deferred cash award which is based on the performance of the Fund) as of the Fund's fiscal year ended April 30, 2025. The following dollar ranges apply:
N. None
A. $1 - $10,000
B. $10,001 - $50,000
C. $50,001 - $100,000
D. $100,001 - $500,000
E. $500,001 - $1,000,000
F. Over $1,000,000
|
Fund |
Portfolio Manager |
Dollar Range of Equity Securities in the Fund |
|
MFS Core Bond Fund |
Philipp Burgener1 |
N |
|
Alexander Mackey |
N |
|
|
Joshua Marston |
N |
|
|
MFS Corporate Bond Fund |
Alexander Mackey |
N |
|
John Mitchell |
D |
|
|
Gaetan Poirier1 |
N |
|
1 Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of April 30, 2026.
AUGUST-SAI-COMBINED-SUP-I-052826
1
Other Accounts
In addition to the Fund, each portfolio manager of the Fund is named as a portfolio manager of certain other accounts managed or sub-advised by MFS or an affiliate. Wholly-owned subsidiaries of registered investment companies are not considered separate accounts for purposes of number of accounts and total assets managed. The number and assets of these accounts were as follows as of the Fund's fiscal year ended April 30, 2025:
|
Fund |
Portfolio Manager |
Category of Accounts Managed |
Number of Accounts |
Total Assets |
|
|
MFS Core Bond Fund |
Philipp Burgener1 |
Registered Investment Companies2 |
14 |
$25.4 billion |
|
|
Other Pooled Investment Vehicles |
8 |
$2.6 billion |
|||
|
Other Accounts |
9 |
$1.8 billion |
|||
|
Alexander Mackey |
Registered Investment Companies2 |
19 |
$39.2 billion |
||
|
Other Pooled Investment Vehicles |
5 |
$3.1 billion |
|||
|
Other Accounts |
5 |
$474.8 million |
|||
|
Joshua Marston |
Registered Investment Companies2 |
12 |
$28.0 billion |
||
|
Other Pooled Investment Vehicles |
9 |
$3.9 billion |
|||
|
Other Accounts |
16 |
$2.0 billion |
|||
|
MFS Corporate Bond Fund |
Alexander Mackey |
Registered Investment Companies2 |
19 |
$39.2 billion |
|
|
Other Pooled Investment Vehicles |
5 |
$3.1 billion |
|||
|
Other Accounts |
5 |
$474.8 million |
|||
|
John Mitchell |
Registered Investment Companies2 |
8 |
$9.7 billion |
||
|
Other Pooled Investment Vehicles |
10 |
$3.3 billion |
|||
|
Other Accounts |
8 |
$2.1 billion |
|||
|
Gaetan Poirier1 |
Registered Investment Companies2 |
3 |
$6.3 billion |
||
|
Other Pooled Investment Vehicles |
2 |
$618.6 million |
|||
|
Other Accounts |
11 |
$1.1 billion |
|||
1 Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of April 30, 2026.
2 Includes the Fund.
Advisory fees were not based upon performance of any of the accounts identified in the table above.
AUGUST-SAI-COMBINED-SUP-I-052826
2
MFS Series Trust XII published this content on May 28, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on May 28, 2026 at 13:09 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]