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
- 84.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 927,452 | 15.8M $ | 1.91 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 878,054 | 14.9M $ | 2.45 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 712,523 | 12.1M $ | 2.20 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 633,370 | 10.8M $ | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 511,353 | 8.7M $ | 1.42 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 436,236 | 7.4M $ | 1.00 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 400,307 | 6.8M $ | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 375,836 | 6.4M $ | 1.00 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 85,611 | 1.5M $ | 2.47 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 1,770 | 30.1K $ | 2.46 % | 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 | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 2.47 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 2.46 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 2.45 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 2.20 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1.91 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 1.42 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 1.00 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 1.00 % | 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 | 4,962,513 | -8.2 % |
| 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