Funds holding MFS Growth Fund
ISIN US5529856735 · United States · LEI K4ZYIH3WSXKUSPKIPM59
- Fund holders
- 16
- Of which ETFs
- 0 16 other funds
- Value held
- 1.9B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 3,033,705 | 636.7M $ | 9.41 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 2,269,320 | 476.3M $ | 7.38 % | as of May 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 1,670,576 | 350.6M $ | 11.40 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 910,473 | 191.1M $ | 5.30 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 181,093 | 36.5M $ | 4.43 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 153,884 | 31.1M $ | 5.09 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 132,227 | 26.7M $ | 4.84 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 110,386 | 22.3M $ | 5.14 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 105,312 | 21.3M $ | 3.46 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 78,419 | 15.8M $ | 2.48 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 68,743 | 13.9M $ | 5.06 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 63,284 | 12.8M $ | 11.84 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 59,270 | 12M $ | 1.61 % | as of Jul 31, 2026 ↗ |
| MFS Managed Wealth Fund MFS SERIES TRUST X | 52,348 | 11M $ | 30.88 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 14,931 | 3M $ | 5.12 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 300 | 60.6K $ | 4.95 % | 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 Managed Wealth Fund MFS SERIES TRUST X | 30.88 % | as of May 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 11.84 % | as of Jul 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 11.40 % | as of May 31, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 9.41 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 7.38 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 5.30 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 5.14 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.12 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 5.09 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.06 % | 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 | 16 | 0 | 8,904,271 | -3.5 % |
| 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