Funds holding MFS New Discovery Fund
14 funds declare a position · 0 ETFs and 14 other funds · 388.2M $ · US55273H3460
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 3,663,145 | 134.3M $ | 1.97 % | as of Feb 28, 2026 · Original filing |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 2,651,782 | 97.2M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 2,057,612 | 75.4M $ | 2.46 % | as of Feb 28, 2026 · Original filing |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 1,001,870 | 36.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 218,924 | 8.3M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 205,645 | 7.8M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 168,354 | 6.4M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 151,429 | 5.7M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 125,260 | 4.7M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 93,778 | 3.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 91,055 | 3.5M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 68,424 | 2.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 38,031 | 1.4M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 17,387 | 659.1K $ | 1.26 % | as of Apr 30, 2026 · Original filing |