Funds holding MFS Blended Research Core Equity Fund
ISIN US55273W4832 · United States · LEI SQK3NYUBFBKJ3GF1IO09
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 176.6M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 843,296 | 37.1M $ | 4.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 645,950 | 28.4M $ | 4.66 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 584,541 | 25.7M $ | 4.67 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 488,510 | 21.5M $ | 3.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 458,162 | 20.2M $ | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 361,267 | 15.9M $ | 2.49 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 289,670 | 12.7M $ | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 277,352 | 12.2M $ | 1.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 62,520 | 2.8M $ | 4.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 1,286 | 56.6K $ | 4.63 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 4.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.67 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 4.66 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 4.63 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 3.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 2.49 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 1.65 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 10 | 0 | 4,012,554 | -9.1 % |
| 2026Q2 | 10 | 0 | 4,416,091 | -4.7 % |
| 2026Q1 | 10 | 0 | 4,632,957 | +4.4 % |
| 2025Q4 | 10 | 0 | 4,436,085 | -3.8 % |
| 2025Q3 | 10 | 0 | 4,611,967 | -8.8 % |
| 2025Q2 | 10 | 0 | 5,056,398 | +5.9 % |
| 2025Q1 | 10 | 0 | 4,774,741 | +4.7 % |
| 2024Q4 | 10 | 0 | 4,559,384 | -2.2 % |
| 2024Q3 | 10 | 0 | 4,662,840 | -6.7 % |
| 2024Q2 | 10 | 0 | 4,998,281 | -1.0 % |
| 2024Q1 | 10 | 0 | 5,047,227 | -2.5 % |
| 2023Q4 | 10 | 5,177,633 |
Cite this page
Titelia. "Funds holding MFS Blended Research Core Equity Fund". https://titelia.com/en/stocks/mfs-blended-research-core-equity-fund-US55273W4832