Funds holding MFS Blended Research Small Cap Equity Fund
ISIN US5527436845 · United States · LEI 549300R0MISDFKQQMH05
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 90.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,004,530 | 16.9M $ | 2.02 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 946,511 | 15.9M $ | 2.56 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 773,799 | 13M $ | 2.31 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 695,214 | 11.7M $ | 2.57 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 576,020 | 9.7M $ | 1.51 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 428,626 | 7.2M $ | 1.05 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 418,344 | 7M $ | 2.58 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 311,797 | 5.2M $ | 1.04 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 172,783 | 2.9M $ | 1.01 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 79,443 | 1.3M $ | 2.55 % | as of Apr 30, 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 2060 Fund MFS SERIES TRUST XII | 2.58 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 2.57 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 2.56 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 2.55 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 2.31 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 2.02 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 1.51 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 1.05 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 1.04 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 1.01 % | as of Apr 30, 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 |
|---|---|---|---|---|
| 2026Q2 | 10 | 0 | 5,407,067 | -4.9 % |
| 2026Q1 | 10 | 0 | 5,687,754 | -1.0 % |
| 2025Q4 | 10 | 0 | 5,745,448 | -3.5 % |
| 2025Q3 | 10 | 0 | 5,952,369 | -8.1 % |
| 2025Q2 | 10 | 0 | 6,477,645 | +14.7 % |
| 2025Q1 | 10 | 0 | 5,648,374 | +4.2 % |
| 2024Q4 | 10 | 0 | 5,419,194 | +2.1 % |
| 2024Q3 | 10 | 0 | 5,310,278 | -5.8 % |
| 2024Q2 | 10 | 0 | 5,637,824 | +6.1 % |
| 2024Q1 | 10 | 0 | 5,315,466 | -4.5 % |
| 2023Q4 | 10 | 5,568,388 |
Cite this page
Titelia. "Funds holding MFS Blended Research Small Cap Equity Fund". https://titelia.com/en/stocks/mfs-blended-research-small-cap-equity-fund-US5527436845