Funds holding MFS Blended Research Mid Cap Equity Fund
ISIN US5527435516 · United States · LEI 549300CJNZTXTE7DBK33
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 347.3M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4,061,748 | 71.6M $ | 8.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 3,422,087 | 60.3M $ | 9.88 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 2,936,301 | 51.7M $ | 9.39 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 2,445,313 | 43.1M $ | 9.94 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 2,277,060 | 40.1M $ | 6.53 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 1,554,200 | 27.4M $ | 9.98 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 1,395,163 | 24.6M $ | 3.85 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 1,274,388 | 22.5M $ | 3.03 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 334,504 | 5.9M $ | 10.02 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 7,075 | 124.7K $ | 10.19 % | 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 2070 Fund MFS SERIES TRUST XII | 10.19 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 10.02 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 9.98 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 9.94 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 9.88 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 9.39 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 8.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 6.53 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 3.85 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 3.03 % | 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 | 19,707,839 | -12.5 % |
| 2026Q2 | 10 | 0 | 22,510,681 | -4.8 % |
| 2026Q1 | 10 | 0 | 23,656,017 | -0.7 % |
| 2025Q4 | 10 | 0 | 23,818,292 | -0.4 % |
| 2025Q3 | 10 | 0 | 23,903,865 | -6.9 % |
| 2025Q2 | 10 | 0 | 25,682,003 | +7.6 % |
| 2025Q1 | 10 | 0 | 23,868,190 | +5.5 % |
| 2024Q4 | 10 | 0 | 22,627,823 | -4.5 % |
| 2024Q3 | 10 | 0 | 23,698,337 | -3.5 % |
| 2024Q2 | 10 | 0 | 24,562,245 | -1.5 % |
| 2024Q1 | 10 | 0 | 24,923,981 | -2.5 % |
| 2023Q4 | 10 | 25,565,028 |
Cite this page
Titelia. "Funds holding MFS Blended Research Mid Cap Equity Fund". https://titelia.com/en/stocks/mfs-blended-research-mid-cap-equity-fund-US5527435516