Funds holding MFS Research Fund
ISIN US5529813918 · United States · LEI XFPOOG2XVG5TW1LZ8588
- Fund holders
- 15
- Of which ETFs
- 0 15 other funds
- Value held
- 1.8B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 11,045,014 | 618.1M $ | 9.07 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 8,363,334 | 468M $ | 7.12 % | as of Feb 28, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 5,477,574 | 306.5M $ | 9.98 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 3,465,165 | 193.9M $ | 5.21 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 661,740 | 38.3M $ | 4.59 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 500,514 | 29M $ | 4.66 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 455,470 | 26.4M $ | 4.68 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 397,025 | 23M $ | 3.59 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 364,150 | 21.1M $ | 4.65 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 306,621 | 17.7M $ | 2.58 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 218,989 | 12.7M $ | 4.65 % | as of Apr 30, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 197,188 | 11.4M $ | 10.94 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 144,184 | 8.3M $ | 1.66 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 80,334 | 4.6M $ | 1.62 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 41,571 | 2.4M $ | 4.59 % | 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 | 10.94 % | as of Apr 30, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 9.98 % | as of Feb 28, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 9.07 % | as of Feb 28, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 7.12 % | as of Feb 28, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 5.21 % | as of Feb 28, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.68 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 4.66 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 4.65 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 4.65 % | as of Apr 30, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 4.59 % | 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 | 31,718,873 | +12.7 % |
| 2026Q1 | 15 | 0 | 28,146,518 | -1.5 % |
| 2025Q4 | 15 | 0 | 28,568,941 | -7.6 % |
| 2025Q3 | 15 | 0 | 30,904,688 | +3.0 % |
| 2025Q2 | 15 | 0 | 30,009,672 | +7.3 % |
| 2025Q1 | 15 | 0 | 27,971,862 | -5.1 % |
| 2024Q4 | 15 | 0 | 29,467,315 | -2.7 % |
| 2024Q3 | 15 | 0 | 30,281,919 | -2.5 % |
| 2024Q2 | 15 | 0 | 31,065,411 | -1.7 % |
| 2024Q1 | 15 | 0 | 31,600,133 | -7.7 % |
| 2023Q4 | 15 | 34,222,481 |
Cite this page
Titelia. "Funds holding MFS Research Fund". https://titelia.com/en/stocks/mfs-research-fund-US5529813918