Funds holding MFS Blended Research Value Equity Fund
ISIN US5527461330 · United States · LEI 549300QL66OEPI6JSE90
- Fund holders
- 10
- Of which ETFs
- 0 10 other funds
- Value held
- 201.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 2,094,007 | 40M $ | 4.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,739,982 | 33.3M $ | 5.45 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 1,499,569 | 28.7M $ | 5.20 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 1,242,630 | 23.8M $ | 5.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 1,239,704 | 23.7M $ | 3.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 954,138 | 18.2M $ | 2.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 790,281 | 15.1M $ | 5.51 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 786,559 | 15M $ | 2.03 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 170,146 | 3.3M $ | 5.53 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 3,630 | 69.4K $ | 5.67 % | 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 | 5.67 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.53 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.51 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 5.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 5.45 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 5.20 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 3.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 2.86 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 2.03 % | 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 | 10,520,644 | -12.8 % |
| 2026Q2 | 10 | 0 | 12,059,833 | -6.9 % |
| 2026Q1 | 10 | 0 | 12,960,284 | +4.8 % |
| 2025Q4 | 10 | 0 | 12,366,629 | -0.7 % |
| 2025Q3 | 10 | 0 | 12,459,929 | -3.6 % |
| 2025Q2 | 10 | 0 | 12,926,268 | +0.6 % |
| 2025Q1 | 10 | 0 | 12,842,946 | +8.7 % |
| 2024Q4 | 10 | 0 | 11,820,177 | -2.9 % |
| 2024Q3 | 10 | 0 | 12,169,345 | -2.9 % |
| 2024Q2 | 10 | 0 | 12,534,447 | -0.3 % |
| 2024Q1 | 10 | 0 | 12,577,682 | +2.0 % |
| 2023Q4 | 10 | 12,334,967 |
Cite this page
Titelia. "Funds holding MFS Blended Research Value Equity Fund". https://titelia.com/en/stocks/mfs-blended-research-value-equity-fund-US5527461330