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 | 10,694,022 | 637.6M $ | 9.43 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 7,979,227 | 475.7M $ | 7.38 % | as of May 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 5,351,164 | 319M $ | 10.37 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 3,197,047 | 190.6M $ | 5.29 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 621,188 | 37.1M $ | 4.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 482,510 | 28.8M $ | 4.72 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 431,208 | 25.8M $ | 4.67 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 360,087 | 21.5M $ | 3.50 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 337,593 | 20.2M $ | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 266,174 | 15.9M $ | 2.49 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 213,003 | 12.7M $ | 4.64 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 204,284 | 12.2M $ | 1.65 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 197,188 | 11.8M $ | 10.92 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 46,055 | 2.8M $ | 4.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 941 | 56.2K $ | 4.59 % | 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 | |
|---|---|---|
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 10.92 % | as of Jul 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 10.37 % | as of May 31, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 9.43 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 7.38 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 5.29 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 4.72 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 4.68 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.67 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 4.65 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 4.64 % | 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 | 30,381,691 | -4.2 % |
| 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