Portfolio concentration
As of February 28, 2026 · N-PORT
Holdings
16
Top-10 weight
81.53%
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.
13
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.
17.5
Holdings
As of February 28, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | MFS-VALUE-R6 | — | 7,056,976 | $374.02M | 12.18% |
| 2 | MFS Growth Fund | — | 1,687,100 | $318.86M | 10.38% |
| 3 | MFS Mid Cap Value Fund | — | 9,288,428 | $313.30M | 10.20% |
| 4 | MFS-RESEAR-R6 | — | 5,477,574 | $306.53M | 9.98% |
| 5 | MFS Mid Cap Growth Fund | — | 10,225,550 | $290.81M | 9.47% |
| 6 | MFS-RSCH IN-R6 | — | 9,088,490 | $260.29M | 8.47% |
| 7 | MFS International Intrinsic Value Fund | — | 3,354,000 | $161.70M | 5.26% |
| 8 | MFS-INTL LCV-R6 | — | 8,713,149 | $160.50M | 5.23% |
| 9 | MFS-INTL GRW-R6 | — | 3,135,010 | $159.38M | 5.19% |
| 10 | MFS Commodity Strategy Fund | — | 39,050,410 | $158.54M | 5.16% |
| 11 | MFS-GL RL ES-R5 | — | 9,067,093 | $157.95M | 5.14% |
| 12 | MFS-INT N D-R6 | — | 3,530,948 | $129.27M | 4.21% |
| 13 | MFS Emerging Markets Equity Fund | — | 1,933,028 | $96.94M | 3.16% |
| 14 | MFS New Discovery Value Fund | — | 4,244,506 | $77.29M | 2.52% |
| 15 | MFS New Discovery Fund | — | 2,057,612 | $75.41M | 2.46% |
| 16 | MFS Institutional Money Market Portfolio, Class A | — | 30,402,494 | $30.41M | 0.99% |
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