Portfolio concentration
As of January 31, 2026 ·
N-PORT
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
18
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
16.0
Holdings
As of January 31, 2026 · N-PORT
| # | Security | Ticker | Shares | Value | % of fund |
| 1 |
MFS Blended Research International Equity Fund |
— |
296,375 |
$5.49M |
11.32% |
| 2 |
MFS Blended Research Mid Cap Equity Fund |
— |
313,160 |
$4.80M |
9.89% |
| 3 |
MFS Blended Research Value Equity Fund |
— |
162,229 |
$2.68M |
5.52% |
| 4 |
MFS-VALUE-R6 |
— |
51,938 |
$2.68M |
5.52% |
| 5 |
MFS Blended Research Growth Equity Fund |
— |
90,074 |
$2.49M |
5.12% |
| 6 |
MFS Growth Fund |
— |
12,547 |
$2.47M |
5.09% |
| 7 |
MFS Commodity Strategy Fund |
— |
622,653 |
$2.47M |
5.08% |
| 8 |
MFS-GL RL ES-R5 |
— |
147,701 |
$2.44M |
5.02% |
| 9 |
MFS Mid Cap Value Fund |
— |
74,589 |
$2.42M |
4.99% |
| 10 |
MFS Mid Cap Growth Fund |
— |
83,368 |
$2.36M |
4.85% |
| 11 |
MFS Blended Research Core Equity Fund |
— |
56,211 |
$2.26M |
4.65% |
| 12 |
MFS-RESEAR-R6 |
— |
39,674 |
$2.25M |
4.63% |
| 13 |
MFS-RSCH IN-R6 |
— |
73,083 |
$1.99M |
4.11% |
| 14 |
MFS-INT N D-R6 |
— |
56,577 |
$1.97M |
4.07% |
| 15 |
MFS International Intrinsic Value Fund |
— |
37,556 |
$1.72M |
3.55% |
| 16 |
MFS-INTL GRW-R6 |
— |
34,963 |
$1.72M |
3.53% |
| 17 |
MFS Inflation Adjusted Bond Fund |
— |
133,862 |
$1.22M |
2.51% |
| 18 |
MFS Blended Research Small Cap Equity Fund |
— |
77,133 |
$1.19M |
2.46% |
| 19 |
MFS Research Bond Fund |
— |
105,244 |
$1.01M |
2.09% |
| 20 |
MFS Institutional Money Market Portfolio, Class A |
— |
734,436 |
$734.58K |
1.51% |
| 21 |
MFS New Discovery Value Fund |
— |
33,857 |
$601.98K |
1.24% |
| 22 |
MFS New Discovery Fund |
— |
16,201 |
$592.47K |
1.22% |
| 23 |
MFS Blended Research Emerging Markets Equity Fund |
— |
25,667 |
$507.18K |
1.04% |
| 24 |
MFS Emerging Markets Equity Fund |
— |
10,412 |
$501.14K |
1.03% |
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