Funds holding MFS Research Bond Fund
13 funds declare a position · 0 ETFs and 13 other funds · 1.7B $ · US55274K6038
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | MFS Moderate Allocation Fund MFS SERIES TRUST X | 57,562,156 | 561.8M $ | 8.55 % | as of Feb 28, 2026 · Original filing |
| 2 | MFS Conservative Allocation Fund MFS SERIES TRUST X | 57,085,543 | 557.2M $ | 14.97 % | as of Feb 28, 2026 · Original filing |
| 3 | MFS Growth Allocation Fund MFS SERIES TRUST X | 17,454,523 | 170.4M $ | 2.50 % | as of Feb 28, 2026 · Original filing |
| 4 | MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 10,964,138 | 104.7M $ | 15.21 % | as of Apr 30, 2026 · Original filing |
| 5 | MFS Lifetime Income Fund MFS SERIES TRUST XII | 10,411,407 | 99.4M $ | 19.78 % | as of Apr 30, 2026 · Original filing |
| 6 | MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 6,273,338 | 59.9M $ | 9.36 % | as of Apr 30, 2026 · Original filing |
| 7 | MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 5,972,391 | 57M $ | 19.91 % | as of Apr 30, 2026 · Original filing |
| 8 | MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 2,975,651 | 28.4M $ | 3.41 % | as of Apr 30, 2026 · Original filing |
| 9 | MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,562,928 | 14.9M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| 10 | MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 1,557,903 | 14.9M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| 11 | MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 1,138,614 | 10.9M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| 12 | MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 686,083 | 6.6M $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| 13 | MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 134,820 | 1.3M $ | 2.46 % | as of Apr 30, 2026 · Original filing |