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
- 1.7B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 20,387,698 | 602.9M $ | 8.91 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 15,407,149 | 455.6M $ | 7.06 % | as of May 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 10,319,329 | 305.1M $ | 9.92 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 4,958,149 | 146.6M $ | 4.07 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,215,038 | 35.3M $ | 4.29 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,034,279 | 30.1M $ | 4.93 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 888,958 | 25.9M $ | 4.69 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 743,114 | 21.6M $ | 4.99 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 684,917 | 19.9M $ | 3.24 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 463,319 | 13.5M $ | 4.91 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 419,706 | 12.2M $ | 1.91 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 375,923 | 10.9M $ | 1.48 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 358,750 | 10.4M $ | 9.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 101,300 | 2.9M $ | 5.01 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 2,058 | 59.9K $ | 4.89 % | 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 Aggressive Growth Allocation Fund MFS SERIES TRUST X | 9.92 % | as of May 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 9.68 % | as of Jul 31, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 8.91 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 7.06 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.01 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 4.99 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 4.93 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 4.91 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 4.89 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.69 % | 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 | 15 | 0 | 57,359,687 | -0.7 % |
| 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