Funds holding MFS Mid Cap Growth Fund
ISIN US5529875545 · United States · LEI XPX0WXKIO6CLKBLYF666
- Fund holders
- 15
- Of which ETFs
- 0 15 other funds
- Value held
- 1.6B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 20,360,405 | 579M $ | 8.49 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 15,372,191 | 437.2M $ | 6.65 % | as of Feb 28, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 10,225,550 | 290.8M $ | 9.47 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 5,169,652 | 147M $ | 3.95 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,288,301 | 37.2M $ | 4.46 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,073,027 | 31M $ | 4.99 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 928,342 | 26.8M $ | 4.77 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 788,783 | 22.8M $ | 5.03 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 754,066 | 21.8M $ | 3.41 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 476,977 | 13.8M $ | 2.00 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 472,828 | 13.7M $ | 5.02 % | as of Apr 30, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 365,589 | 10.6M $ | 10.13 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 268,540 | 7.8M $ | 1.54 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 150,433 | 4.3M $ | 1.52 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 91,087 | 2.6M $ | 5.03 % | 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 | |
|---|---|---|
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 10.13 % | as of Apr 30, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 9.47 % | as of Feb 28, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 8.49 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 6.65 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 5.03 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.03 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.02 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 4.99 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.77 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4.46 % | 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 | 15 | 0 | 57,785,771 | +14.1 % |
| 2026Q1 | 15 | 0 | 50,660,461 | +1.9 % |
| 2025Q4 | 15 | 0 | 49,704,019 | -6.4 % |
| 2025Q3 | 15 | 0 | 53,107,910 | +3.7 % |
| 2025Q2 | 15 | 0 | 51,218,132 | +3.8 % |
| 2025Q1 | 15 | 0 | 49,321,162 | -6.2 % |
| 2024Q4 | 15 | 0 | 52,575,269 | -0.2 % |
| 2024Q3 | 15 | 0 | 52,668,650 | -1.6 % |
| 2024Q2 | 15 | 0 | 53,526,453 | -6.7 % |
| 2024Q1 | 15 | 0 | 57,381,678 | -1.4 % |
| 2023Q4 | 15 | 58,213,448 |
Institutional managers
1 manager declares this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| FIRST MERCHANTS CORP | 20,273 | 539.8K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding MFS Mid Cap Growth Fund". https://titelia.com/en/stocks/mfs-mid-cap-growth-fund-US5529875545