Funds holding MFS Blended Research Growth Equity Fund
ISIN US5527437835 · United States · LEI 549300M0GLI3GVVPMM34
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 182.3M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,257,523 | 36.5M $ | 4.43 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,068,713 | 31M $ | 5.08 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 917,572 | 26.6M $ | 4.83 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 768,021 | 22.3M $ | 5.14 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 731,396 | 21.2M $ | 3.46 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 544,922 | 15.8M $ | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 477,303 | 13.9M $ | 5.05 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 411,408 | 11.9M $ | 1.61 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 103,689 | 3M $ | 5.11 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 2,093 | 60.8K $ | 4.97 % | 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 2055 Fund MFS SERIES TRUST XII | 5.14 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.11 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 5.08 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.05 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 4.97 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.83 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4.43 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 3.46 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 1.61 % | 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 | 6,282,641 | -8.5 % |
| 2026Q2 | 10 | 0 | 6,863,014 | -1.1 % |
| 2026Q1 | 10 | 0 | 6,942,758 | +6.6 % |
| 2025Q4 | 10 | 0 | 6,511,539 | -6.1 % |
| 2025Q3 | 10 | 0 | 6,936,735 | -13.3 % |
| 2025Q2 | 10 | 0 | 8,002,050 | +11.2 % |
| 2025Q1 | 10 | 0 | 7,196,308 | -4.2 % |
| 2024Q4 | 10 | 0 | 7,514,410 | -2.4 % |
| 2024Q3 | 10 | 0 | 7,698,492 | -9.2 % |
| 2024Q2 | 10 | 0 | 8,475,698 | -1.1 % |
| 2024Q1 | 10 | 0 | 8,567,505 | -6.8 % |
| 2023Q4 | 10 | 9,194,191 |
Cite this page
Titelia. "Funds holding MFS Blended Research Growth Equity Fund". https://titelia.com/en/stocks/mfs-blended-research-growth-equity-fund-US5527437835