Funds holding MFS New Discovery Fund
ISIN US55273H3460 · United States · LEI ZVEMRLDGMDO1D1VDSU87
- Fund holders
- 14
- Of which ETFs
- 0 14 other funds
- Value held
- 388.2M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 3,663,145 | 134.3M $ | 1.97 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 2,651,782 | 97.2M $ | 1.48 % | as of Feb 28, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 2,057,612 | 75.4M $ | 2.46 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 1,001,870 | 36.7M $ | 0.99 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 218,924 | 8.3M $ | 0.99 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 205,645 | 7.8M $ | 1.26 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 168,354 | 6.4M $ | 1.13 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 151,429 | 5.7M $ | 1.27 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 125,260 | 4.7M $ | 0.74 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 93,778 | 3.6M $ | 0.52 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 91,055 | 3.5M $ | 1.27 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 68,424 | 2.6M $ | 0.52 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 38,031 | 1.4M $ | 0.50 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 17,387 | 659.1K $ | 1.26 % | 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 Aggressive Growth Allocation Fund MFS SERIES TRUST X | 2.46 % | as of Feb 28, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 1.97 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 1.48 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 1.27 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 1.27 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 1.26 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1.26 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 1.13 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 0.99 % | as of Apr 30, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 0.99 % | 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 | 14 | 0 | 10,552,696 | -5.3 % |
| 2026Q1 | 14 | 0 | 11,146,102 | -4.3 % |
| 2025Q4 | 14 | 0 | 11,640,861 | -8.2 % |
| 2025Q3 | 14 | 0 | 12,679,525 | +6.2 % |
| 2025Q2 | 14 | 0 | 11,944,060 | +1.7 % |
| 2025Q1 | 14 | 0 | 11,748,018 | -5.5 % |
| 2024Q4 | 14 | 0 | 12,435,387 | -0.4 % |
| 2024Q3 | 14 | 0 | 12,491,564 | -0.5 % |
| 2024Q2 | 14 | 0 | 12,554,295 | -5.6 % |
| 2024Q1 | 14 | 0 | 13,303,591 | +4.7 % |
| 2023Q4 | 14 | 12,710,782 |
Cite this page
Titelia. "Funds holding MFS New Discovery Fund". https://titelia.com/en/stocks/mfs-new-discovery-fund-US55273H3460