July 31, 2016 1:12 AM ET

Capital Markets

Company Overview of MFS Series Trust XII - MFS Lifetime 2040 Fund

Company Overview

MFS Series Trust XII - MFS Lifetime 2040 Fund is an open ended equity fund of funds launched and managed by Massachusetts Financial Services Company. The fund invests in funds that invest in public equity markets across the globe. It benchmarks the performance of its portfolio against the composite index comprising of the S&P 500 Stock Index and MFS Lifetime 2040 Fund Blended Index. MFS Series Trust XII - MFS Lifetime 2040 Fund was formed in September 29, 2005 and is domiciled in the United States

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 2005

Key Executives for MFS Series Trust XII - MFS Lifetime 2040 Fund

Age: 51
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 64
Assistant Secretary
Age: 66
Assistant Secretary
Age: 42
Assistant Secretary
Age: 52
Compensation as of Fiscal Year 2016.

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To contact MFS Series Trust XII - MFS Lifetime 2040 Fund, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/mutual-funds/!ut/p/a1/jY5NT4NAEIZ_Dccyw_YD9EaiBbW. Company data is provided by Capital IQ. Please use this form to report any data issues.

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