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Holdings of MFS Moderate Allocation Fund

MFS SERIES TRUST X · Original filing · Compare with another fund · Report an error

Net assets
6.4B $ including 6.4B $ in equities, 99.8 %
Positions
23 in 1 countries
Top ten
72.4 % of net assets
Filed on
May 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1MFS Government Securities Fund 73,410,625629.9M $9.77 %
2MFS Research Bond Fund 58,270,209556.5M $8.63 %
3MFS Value Fund 9,911,229514M $7.97 %
4MFS Growth Fund 2,269,320476.3M $7.38 %
5MFS Research Fund 7,979,227475.7M $7.38 %
6MFS Mid Cap Value Fund 13,494,065455.8M $7.07 %
7MFS Mid Cap Growth Fund 15,407,149455.6M $7.06 %
8MFS Inflation Adjusted Bond Fund 48,944,515448.8M $6.96 %
9MFS Research International Fund 12,050,584338.3M $5.24 %
10MFS Global Opportunistic Bond Fund 39,352,028319.9M $4.96 %
11MFS High Income Fund 82,691,623256.3M $3.97 %
12MFS Global Real Estate Fund 11,219,941193.7M $3.00 %
13MFS Emerging Markets Debt Fund 15,193,117193.6M $3.00 %
14MFS Commodity Strategy Fund 42,893,855190.4M $2.95 %
15MFS International Large Cap Value Fund 7,331,537136.1M $2.11 %
16MFS International Growth Fund 2,749,684135.7M $2.10 %
17MFS International Intrinsic Equity Fund 2,887,756135.6M $2.10 %
18MFS Emerging Markets Debt Local Currency Fund 21,416,286128.3M $1.99 %
19MFS New Discovery Fund 2,545,49099.2M $1.54 %
20MFS New Discovery Value Fund 5,256,52296.8M $1.50 %
21MFS Emerging Markets Equity Fund 1,294,37769.7M $1.08 %
22MFS International New Discovery Fund 1,876,94768.1M $1.06 %
23MFS Institutional Money Market Portfolio 64,269,76364.3M $1.00 %

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Sector breakdown

  • Funds 12.7 %
  • Unattributed 87.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States236.4B $100.00 %
Cite this page

Titelia. "Holdings of MFS Moderate Allocation Fund". https://titelia.com/en/funds/S000002507