Funds holding MFS Research Bond Fund
ISIN US55274K6038 · United States · LEI FJAEEQMSDDUK9QL2E558
- Fund holders
- 13
- Of which ETFs
- 0 13 other funds
- Value held
- 1.7B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 57,562,156 | 561.8M $ | 8.55 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 57,085,543 | 557.2M $ | 14.97 % | as of Feb 28, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 17,454,523 | 170.4M $ | 2.50 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 10,964,138 | 104.7M $ | 15.21 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 10,411,407 | 99.4M $ | 19.78 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 6,273,338 | 59.9M $ | 9.36 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 5,972,391 | 57M $ | 19.91 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 2,975,651 | 28.4M $ | 3.41 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,562,928 | 14.9M $ | 2.40 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 1,557,903 | 14.9M $ | 2.64 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 1,138,614 | 10.9M $ | 2.40 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 686,083 | 6.6M $ | 2.41 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 134,820 | 1.3M $ | 2.46 % | 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 Lifetime 2025 Fund MFS SERIES TRUST XII | 19.91 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 19.78 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 15.21 % | as of Apr 30, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 14.97 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 9.36 % | as of Apr 30, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 8.55 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 3.41 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 2.64 % | as of Apr 30, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 2.50 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 2.46 % | 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 | 13 | 0 | 173,779,495 | +2.3 % |
| 2026Q1 | 13 | 0 | 169,906,747 | -1.6 % |
| 2025Q4 | 13 | 0 | 172,644,952 | +4.8 % |
| 2025Q3 | 13 | 0 | 164,673,535 | -4.4 % |
| 2025Q2 | 13 | 0 | 172,260,211 | -2.8 % |
| 2025Q1 | 13 | 0 | 177,168,254 | +4.2 % |
| 2024Q4 | 13 | 0 | 170,050,859 | -1.4 % |
| 2024Q3 | 13 | 0 | 172,407,264 | -0.2 % |
| 2024Q2 | 13 | 0 | 172,728,637 | -2.0 % |
| 2024Q1 | 13 | 0 | 176,249,077 | -3.3 % |
| 2023Q4 | 13 | 182,340,023 |
Cite this page
Titelia. "Funds holding MFS Research Bond Fund". https://titelia.com/en/stocks/mfs-research-bond-fund-US55274K6038