Funds holding MFS Value Fund
16 funds declare a position · 0 ETFs and 16 other funds · 2.1B $ · US55273H3536
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 13,112,343 | 695M $ | 10.19 % | as of Feb 28, 2026 · Original filing |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 10,107,521 | 535.7M $ | 8.15 % | as of Feb 28, 2026 · Original filing |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 7,056,976 | 374M $ | 12.18 % | as of Feb 28, 2026 · Original filing |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 4,197,030 | 222.4M $ | 5.98 % | as of Feb 28, 2026 · Original filing |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 774,659 | 40.6M $ | 4.87 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 637,963 | 33.5M $ | 5.39 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 553,750 | 29.1M $ | 5.16 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 476,301 | 25M $ | 3.91 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 469,621 | 24.6M $ | 5.44 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 384,491 | 20.2M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 282,542 | 14.8M $ | 5.45 % | as of Apr 30, 2026 · Original filing |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 239,742 | 12.6M $ | 12.06 % | as of Apr 30, 2026 · Original filing |
| MFS Managed Wealth Fund MFS SERIES TRUST X | 221,216 | 11.7M $ | 31.14 % | as of Feb 28, 2026 · Original filing |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 194,902 | 10.2M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2025 Fund MFS SERIES TRUST XII | 110,105 | 5.8M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 54,860 | 2.9M $ | 5.50 % | as of Apr 30, 2026 · Original filing |