Funds holding MFS Mid Cap Value Fund
15 funds declare a position · 0 ETFs and 15 other funds · 1.7B $ · US55273W4758
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 18,628,664 | 628.3M $ | 9.22 % | as of Feb 28, 2026 · Original filing |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 13,948,704 | 470.5M $ | 7.16 % | as of Feb 28, 2026 · Original filing |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 9,288,428 | 313.3M $ | 10.20 % | as of Feb 28, 2026 · Original filing |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 4,378,831 | 147.7M $ | 3.97 % | as of Feb 28, 2026 · Original filing |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,095,825 | 36.6M $ | 4.39 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 913,319 | 30.5M $ | 4.92 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 788,601 | 26.4M $ | 4.68 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 670,787 | 22.4M $ | 4.95 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 641,956 | 21.5M $ | 3.35 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 406,694 | 13.6M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 403,308 | 13.5M $ | 4.95 % | as of Apr 30, 2026 · Original filing |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 313,581 | 10.5M $ | 10.05 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 229,225 | 7.7M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 129,287 | 4.3M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 77,930 | 2.6M $ | 4.97 % | as of Apr 30, 2026 · Original filing |