Funds holding MFS New Discovery Value Fund
14 funds declare a position · 0 ETFs and 14 other funds · 395.3M $ · US5529826969
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | MFS Growth Allocation Fund MFS SERIES TRUST X | 7,561,645 | 137.7M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| 2 | MFS Moderate Allocation Fund MFS SERIES TRUST X | 5,462,737 | 99.5M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| 3 | MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 4,244,506 | 77.3M $ | 2.52 % | as of Feb 28, 2026 · Original filing |
| 4 | MFS Conservative Allocation Fund MFS SERIES TRUST X | 2,013,362 | 36.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 5 | MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 444,347 | 8.2M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 6 | MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 416,227 | 7.7M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 7 | MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 340,516 | 6.3M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 8 | MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 306,626 | 5.7M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 9 | MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 254,371 | 4.7M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 10 | MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 190,567 | 3.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 11 | MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 184,210 | 3.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| 12 | MFS Lifetime Income Fund MFS SERIES TRUST XII | 139,105 | 2.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 13 | MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 77,858 | 1.4M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 14 | MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 35,319 | 652.3K $ | 1.25 % | as of Apr 30, 2026 · Original filing |