Portfolio concentration
As of February 28, 2026 · N-PORT
Holdings
7
Top-10 weight
100.00%
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.
5
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.
14.6
Holdings
As of February 28, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | MFS-RSCH IN-R6 | — | 450,426,706 | $12.90B | 27.50% |
| 2 | MFS Emerging Markets Equity Fund | — | 162,022,703 | $8.13B | 17.32% |
| 3 | MFS International Intrinsic Value Fund | — | 146,288,692 | $7.05B | 15.03% |
| 4 | MFS-INTL GRW-R6 | — | 138,276,148 | $7.03B | 14.98% |
| 5 | MFS-INTL LCV-R6 | — | 380,211,283 | $7.00B | 14.93% |
| 6 | MFS-INT N D-R6 | — | 128,448,266 | $4.70B | 10.02% |
| 7 | MFS Institutional Money Market Portfolio, Class A | — | 71,998,797 | $72.01M | 0.15% |
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