Funds holding MFS Growth Fund
ISIN US5529856735 · United States · LEI K4ZYIH3WSXKUSPKIPM59
- Fund holders
- 16
- Of which ETFs
- 0 16 other funds
- Value held
- 1.8B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 3,082,957 | 582.7M $ | 8.55 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 2,348,698 | 443.9M $ | 6.76 % | as of Feb 28, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 1,687,100 | 318.9M $ | 10.38 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 1,018,556 | 192.5M $ | 5.17 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 194,088 | 39.1M $ | 4.69 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 163,254 | 32.9M $ | 5.30 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 140,978 | 28.4M $ | 5.05 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 118,556 | 23.9M $ | 5.28 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 116,469 | 23.5M $ | 3.67 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 89,285 | 18M $ | 2.62 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 71,662 | 14.5M $ | 5.31 % | as of Apr 30, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 62,226 | 12.5M $ | 12.03 % | as of Apr 30, 2026 ↗ |
| MFS Managed Wealth Fund MFS SERIES TRUST X | 57,570 | 10.9M $ | 28.90 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 41,825 | 8.4M $ | 1.68 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 22,934 | 4.6M $ | 1.61 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 13,623 | 2.7M $ | 5.25 % | 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 Managed Wealth Fund MFS SERIES TRUST X | 28.90 % | as of Feb 28, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 12.03 % | as of Apr 30, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 10.38 % | as of Feb 28, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 8.55 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 6.76 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.31 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 5.30 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 5.28 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.25 % | as of Apr 30, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 5.17 % | as of Feb 28, 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 | 16 | 0 | 9,229,780 | +12.3 % |
| 2026Q1 | 16 | 0 | 8,218,408 | -0.9 % |
| 2025Q4 | 16 | 0 | 8,295,995 | -9.2 % |
| 2025Q3 | 16 | 0 | 9,136,989 | +4.7 % |
| 2025Q2 | 16 | 0 | 8,726,838 | +7.4 % |
| 2025Q1 | 16 | 0 | 8,122,231 | -4.0 % |
| 2024Q4 | 16 | 0 | 8,460,962 | -4.7 % |
| 2024Q3 | 16 | 0 | 8,881,110 | -4.8 % |
| 2024Q2 | 16 | 0 | 9,331,869 | -6.7 % |
| 2024Q1 | 16 | 0 | 9,998,577 | -10.3 % |
| 2023Q4 | 16 | 11,147,092 |
Cite this page
Titelia. "Funds holding MFS Growth Fund". https://titelia.com/en/stocks/mfs-growth-fund-US5529856735