MFS Active Exchange Traded Funds Trust

Q: What type of mutual fund is MFS Active Exchange Traded Funds Trust?

MFS Active Exchange Traded Funds Trust is a SEC-registered Equity mutual fund with $284M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, MFS Active Exchange Traded Funds Trust holds 27 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: How current is MFS Active Exchange Traded Funds Trust's holdings data on StockSifting?

Holdings data for MFS Active Exchange Traded Funds Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0002018846 Equity

Report date: 2026-04-24

AUM $284M

Expense Ratio —

Category Equity

State MA

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-04-24

About this Fund

MFS Active Exchange Traded Funds Trust is a leading mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their financial goals. With a strong focus on asset management, the company offers a diverse portfolio of mutual funds that cater to different investor needs and risk profiles. From equity funds that invest in stocks of established companies to debt funds that provide a steady stream of income, MFS Active Exchange Traded Funds Trust has a comprehensive suite of products that enable investors to create a well-diversified investment portfolio. The company also offers hybrid funds that combine the benefits of equity and debt investments, providing a balanced approach to wealth management. As a trusted name in the investment industry, MFS Active Exchange Traded Funds Trust is committed to delivering superior investment performance and exceptional customer service. The company's team of experienced investment professionals works closely with investors to understand their unique needs and goals, providing personalized solutions that help them navigate the complexities of the financial markets. With a strong emphasis on research and analysis, the company's investment experts continually monitor market trends and economic conditions, making informed decisions that help investors achieve their long-term objectives. Whether investors are looking to grow their wealth, generate income, or preserve their capital, MFS Active Exchange Traded Funds Trust has the expertise and resources to help them succeed. One of the key strengths of MFS Active Exchange Traded Funds Trust is its ability to provide investors with flexible investment options, including Systematic Investment Plans (SIPs) that enable them to invest a fixed amount of money at regular intervals. This approach helps investors to benefit from rupee cost averaging, reducing the impact of market volatility on their investments. The company's mutual funds are also designed to be transparent and cost-effective, with clear disclosure of fees and expenses, and a commitment to minimizing costs wherever possible. As a result, investors can trust MFS Active Exchange Traded Funds Trust to manage their investments with integrity and professionalism, providing them with peace of mind and confidence in their financial future. With its long history of investment expertise and its dedication to putting investors first, MFS Active Exchange Traded Funds Trust has established itself as a trusted partner for individuals and institutions seeking to achieve their investment goals through a well-managed portfolio of mutual funds.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

27 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	HON Honeywell International Inc Since 2026-05-10	438516106	Equity (Common)	1.08%	$3.05	12,535
2	CRM Salesforce Inc Since 2026-05-10	79466L302	Equity (Common)	0.50%	$1.43	7,333
3	ACN Accenture PLC Since 2026-05-10	—	Equity (Common)	1.43%	$4.05	19,428
4	D Dominion Energy Inc Since 2026-05-10	25746U109	Equity (Common)	1.69%	$4.79	75,917
5	PM Philip Morris International Inc Since 2026-05-10	718172109	Equity (Common)	1.04%	$2.94	15,719
6	HLT Hilton Worldwide Holdings Inc Since 2026-05-10	43300A203	Equity (Common)	1.64%	$4.65	14,924
7	ABBV AbbVie Inc Since 2026-05-10	00287Y109	Equity (Common)	1.75%	$4.96	21,377
8	C Citigroup Inc Since 2026-05-10	172967424	Equity (Common)	1.90%	$5.39	48,880
9	XEL Xcel Energy Inc Since 2026-05-10	98389B100	Equity (Common)	1.27%	$3.60	43,242
10	PCAR PACCAR Inc Since 2026-05-10	693718108	Equity (Common)	1.56%	$4.43	35,100
11	ABT Abbott Laboratories Since 2026-05-10	002824100	Equity (Common)	1.89%	$5.35	45,962
12	ADI Analog Devices Inc Since 2026-05-10	032654105	Equity (Common)	2.32%	$6.57	18,469
13	ITW Illinois Tool Works Inc Since 2026-05-10	452308109	Equity (Common)	1.28%	$3.64	12,538
14	PFE Pfizer Inc Since 2026-05-10	717081103	Equity (Common)	0.99%	$2.82	101,837
15	KKR KKR & Co Inc Since 2026-05-10	48251W104	Equity (Common)	1.44%	$4.07	46,470
16	AON Aon PLC Since 2026-05-10	—	Equity (Common)	1.39%	$3.93	11,717
17	LPLA LPL Financial Holdings Inc Since 2026-05-10	50212V100	Equity (Common)	0.83%	$2.34	7,795
18	IR Ingersoll Rand Inc Since 2026-05-10	45687V106	Equity (Common)	0.83%	$2.37	25,156
19	CAT Caterpillar Inc Since 2026-05-10	149123101	Equity (Common)	0.75%	$2.12	2,859
20	HUM Humana Inc Since 2026-05-10	444859102	Equity (Common)	0.70%	$1.98	10,370
21	MAA Mid-America Apartment Communities Inc Since 2026-05-10	59522J103	Equity (Common)	0.84%	$2.38	17,791
22	EFX Equifax Inc Since 2026-05-10	294429105	Equity (Common)	1.28%	$3.64	17,430
23	CCEP Coca-Cola Europacific Partners PLC Since 2026-05-10	—	Equity (Common)	0.57%	$1.61	14,556
24	MRK Merck & Co Inc Since 2026-05-10	58933Y105	Equity (Common)	0.79%	$2.25	18,200
25	CRH CRH PLC Since 2026-05-10	—	Equity (Common)	0.94%	$2.66	22,195
26	JPM JPMorgan Chase & Co Since 2026-05-10	46625H100	Equity (Common)	4.28%	$12.14	40,420
27	COP ConocoPhillips Since 2026-05-10	20825C104	Equity (Common)	1.78%	$5.04	44,402

Frequently Asked Questions — MFS Active Exchange Traded Funds Trust

What type of mutual fund is MFS Active Exchange Traded Funds Trust?

MFS Active Exchange Traded Funds Trust is a SEC-registered Equity fund, with $284M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MFS Active Exchange Traded Funds Trust holds 27 portfolio positions, all detailed in the holdings table on this page.

What are MFS Active Exchange Traded Funds Trust's assets under management (AUM)?

MFS Active Exchange Traded Funds Trust has $284M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are MFS Active Exchange Traded Funds Trust's top holdings?

According to MFS Active Exchange Traded Funds Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Honeywell International Inc, Salesforce Inc, Accenture PLC , among others. The complete list of all 27 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is MFS Active Exchange Traded Funds Trust's expense ratio?

Expense ratio data for MFS Active Exchange Traded Funds Trust is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find MFS Active Exchange Traded Funds Trust's SEC filings?

MFS Active Exchange Traded Funds Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0002018846. You can access all of MFS Active Exchange Traded Funds Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0002018846). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is MFS Active Exchange Traded Funds Trust's holdings data on StockSifting?

Holdings data for MFS Active Exchange Traded Funds Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.