Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
28
Top-10 weight
62.16%
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 | — | 3,898,201 | $72.27M | 11.40% |
| 2 | MFS Blended Research Mid Cap Equity Fund | — | 4,067,421 | $62.35M | 9.83% |
| 3 | MFS Blended Research Value Equity Fund | — | 2,124,012 | $35.09M | 5.53% |
| 4 | MFS-VALUE-R6 | — | 676,016 | $34.86M | 5.50% |
| 5 | MFS Commodity Strategy Fund | — | 8,191,989 | $32.44M | 5.12% |
| 6 | MFS Blended Research Growth Equity Fund | — | 1,156,871 | $31.92M | 5.03% |
| 7 | MFS Growth Fund | — | 160,870 | $31.68M | 4.99% |
| 8 | MFS-GL RL ES-R5 | — | 1,914,389 | $31.57M | 4.98% |
| 9 | MFS Mid Cap Value Fund | — | 970,543 | $31.49M | 4.97% |
| 10 | MFS Mid Cap Growth Fund | — | 1,078,603 | $30.48M | 4.81% |
| 11 | MFS Blended Research Core Equity Fund | — | 731,040 | $29.34M | 4.63% |
| 12 | MFS-RESEAR-R6 | — | 515,341 | $29.22M | 4.61% |
| 13 | MFS-RSCH IN-R6 | — | 960,791 | $26.21M | 4.13% |
| 14 | MFS-INT N D-R6 | — | 735,604 | $25.66M | 4.05% |
| 15 | MFS International Intrinsic Value Fund | — | 492,772 | $22.61M | 3.57% |
| 16 | MFS-INTL GRW-R6 | — | 457,520 | $22.45M | 3.54% |
| 17 | MFS Inflation Adjusted Bond Fund | — | 1,782,471 | $16.20M | 2.55% |
| 18 | MFS Blended Research Small Cap Equity Fund | — | 1,000,403 | $15.49M | 2.44% |
| 19 | MFS Research Bond Fund | — | 1,313,021 | $12.66M | 2.00% |
| 20 | MFS Institutional Money Market Portfolio, Class A | — | 9,436,452 | $9.44M | 1.49% |
| 21 | MFS New Discovery Value Fund | — | 438,778 | $7.80M | 1.23% |
| 22 | MFS New Discovery Fund | — | 210,028 | $7.68M | 1.21% |
| 23 | MFS Blended Research Emerging Markets Equity Fund | — | 334,359 | $6.61M | 1.04% |
| 24 | MFS Emerging Markets Equity Fund | — | 135,314 | $6.51M | 1.03% |
| 25 | MFS High Income Fund | — | 220,227 | $693.71K | 0.11% |
| 26 | MFS Emerging Markets Debt Fund | — | 40,855 | $523.36K | 0.08% |
| 27 | MFS Global Opportunistic Bond Fund | — | 63,526 | $522.18K | 0.08% |
| 28 | MFS Emerging Markets Debt Local Currency Fund | — | 57,444 | $352.13K | 0.06% |
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