# Portfolio overlap — MVCKX vs BMSFX

Comparing **MFS Mid Cap Value Fund** (2026-03-31) and **MFS Blended Research Mid Cap Equity Fund** (2026-02-28).

- Shared positions: 50
- MFS Mid Cap Value Fund covered by MFS Blended Research Mid Cap Equity Fund: 0.2912592116298644359651343974
- MFS Blended Research Mid Cap Equity Fund covered by MFS Mid Cap Value Fund: 0.2912592116298644359651343974

## MFS Mid Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VALERO ENERGY CORP | 0.014159 | ✓ |
| FLEX LTD | 0.014103 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.013901 | ✓ |
| PG&E CORP | 0.012550 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.012448 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.012280 | ✓ |
| CORNING INC | 0.012202 |  |
| TARGA RESOURCES CORP | 0.012103 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.011978 | ✓ |
| NORTHERN TRUST CORP | 0.010856 | ✓ |
| DIAMONDBACK ENERGY INC | 0.010545 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.010406 | ✓ |
| CMS ENERGY CORP | 0.010364 |  |
| L3HARRIS TECHNOLOGIES INC | 0.010332 |  |
| US FOODS HOLDING CORP | 0.010251 | ✓ |
| PUB SERV ENTERP | 0.010233 |  |
| ALLIANT ENERGY CORPORATION | 0.010225 |  |
| M&T BANK CORP | 0.010148 | ✓ |
| WILLIS TOWERS WATSON PLC | 0.009972 |  |
| AGILENT TECHNOLOGIES INC | 0.009963 |  |
| TECHNIPFMC PLC | 0.009884 | ✓ |
| PULTEGROUP INC | 0.009702 |  |
| EXPAND ENERGY CORP | 0.009509 | ✓ |
| ROSS STORES INC | 0.009171 |  |
| ALLEGION PLC | 0.009150 | ✓ |
| NVENT ELECTRIC PLC | 0.008974 | ✓ |
| JONES LANG LASALLE INC | 0.008958 | ✓ |
| ARAMARK | 0.008760 | ✓ |
| SEMPRA ENERGY | 0.008719 |  |
| CENTERPOINT ENERGY INC | 0.008711 |  |
| PINNACLE WEST CAPITAL CORP | 0.008509 |  |
| BRIXMOR PROPERTY | 0.008476 |  |
| ASSURANT INC | 0.008465 | ✓ |
| VENTAS INC REIT | 0.008303 |  |
| EXTRA SPACE STORAGE INC | 0.008252 |  |
| KENVUE INC | 0.008206 |  |
| AGCO CORP | 0.008148 | ✓ |
| WP CAREY INC | 0.008088 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008071 |  |
| REGIONS FINANCIAL CORP | 0.008057 |  |
| Plains GP Holdings LP LTD PARTNER INT CL A NEW IN | 0.007900 |  |
| VIKING HOLDINGS LTD | 0.007749 | ✓ |
| JACOBS SOLUTIONS INC | 0.007674 | ✓ |
| ATMOS ENERGY CORP | 0.007626 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.007531 |  |
| EASTMAN CHEMICAL CO | 0.007517 | ✓ |
| VICI PROPERTIES | 0.007473 |  |
| GLOBAL PAYMENTS INC | 0.007402 |  |
| ENTEGRIS INC | 0.007396 |  |
| Aptiv PLC | 0.007350 |  |

## MFS Blended Research Mid Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TECHNIPFMC PLC | 0.019998 | ✓ |
| VALERO ENERGY CORP | 0.019176 | ✓ |
| PHILLIPS 66 | 0.018441 |  |
| EDISON INTL | 0.017884 |  |
| PG&E CORP | 0.017760 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.017255 | ✓ |
| VIKING HOLDINGS LTD | 0.016565 | ✓ |
| NORTHERN TRUST CORP | 0.015999 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.015986 |  |
| AGCO CORP | 0.015799 | ✓ |
| DOLLAR GENERAL CORP | 0.015178 |  |
| POPULAR INC | 0.014432 |  |
| ARAMARK | 0.014057 | ✓ |
| APTIV PLC | 0.014041 |  |
| ENVISTA HOLDINGS CORP | 0.013980 |  |
| BWX TECHNOLOGIES INC | 0.013889 |  |
| CURTISS WRIGHT CORPORATION | 0.013818 |  |
| LEIDOS HOLDINGS INC | 0.013493 | ✓ |
| FLEX LTD | 0.013486 | ✓ |
| MCKESSON CORP | 0.013425 |  |
| TKO GROUP HOLDINGS INC | 0.012346 |  |
| MOHAWK INDUSTRIES INC | 0.012277 | ✓ |
| NRG ENERGY INC | 0.012180 |  |
| SYNCHRONY FINANCIAL | 0.012081 | ✓ |
| WP CAREY INC | 0.012004 | ✓ |
| ROBLOX CORP - A | 0.011887 |  |
| MASCO CORPORATION | 0.011818 |  |
| CIENA CORP | 0.011708 |  |
| O'REILLY AUTOMOTIVE INC | 0.011656 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.011557 | ✓ |
| EQUITABLE HOLDINGS INC | 0.011387 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.011346 |  |
| OKTA INC CL A | 0.010851 |  |
| RPM INTL INC | 0.010756 |  |
| EVEREST REINSURANCE GROUP LTD | 0.010607 | ✓ |
| TEXTRON INC | 0.010537 |  |
| HUMANA INC | 0.010357 | ✓ |
| AVIENT CORP | 0.010055 |  |
| UNIVERSAL HLTH-B | 0.009925 | ✓ |
| IQVIA HOLDINGS INC | 0.009849 |  |
| OMNICOM GROUP INC | 0.009806 | ✓ |
| DATADOG INC CL A | 0.009205 |  |
| EASTMAN CHEMICAL CO | 0.009002 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.008932 | ✓ |
| VERISK ANALYTICS INC | 0.008890 |  |
| INCYTE CORP | 0.008738 |  |
| ILLUMINA INC | 0.008690 |  |
| HIGHWOODS PROPERTIES INC | 0.008665 |  |
| FERGUSON ENTERPRISES INC | 0.008341 | ✓ |
| COREBRIDGE FINANCIAL INC | 0.008188 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050726` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/911637/000141036826050726/0001410368-26-050726-index.htm>
- N-PORT (fund B) — accession `0002071691-26-008226` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/783740/000207169126008226/0002071691-26-008226-index.htm>

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