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MFS Active Exchange Traded Funds Trust

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

Holdings

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

33 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 HON Honeywell International Inc Since 2026-07-07 438516106 Equity (Common)
1.08%
$3.05 12,535
2 CRM Salesforce Inc Since 2026-07-07 79466L302 Equity (Common)
0.50%
$1.43 7,333
3 ACN Accenture PLC Since 2026-07-07 Equity (Common)
1.43%
$4.05 19,428
4 D Dominion Energy Inc Since 2026-07-07 25746U109 Equity (Common)
1.69%
$4.79 75,917
5 MDLZ Mondelez International Inc Since 2026-07-07 609207105 Equity (Common)
1.01%
$2.86 46,411
6 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
1.59%
$4.52 18,200
7 PM Philip Morris International Inc Since 2026-07-07 718172109 Equity (Common)
1.04%
$2.94 15,719
8 HLT Hilton Worldwide Holdings Inc Since 2026-07-07 43300A203 Equity (Common)
1.64%
$4.65 14,924
9 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
1.75%
$4.96 21,377
10 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
1.90%
$5.39 48,880
11 XEL Xcel Energy Inc Since 2026-07-07 98389B100 Equity (Common)
1.27%
$3.60 43,242
12 ELV Elevance Health Inc Since 2026-07-07 036752103 Equity (Common)
1.23%
$3.50 10,942
13 PCAR PACCAR Inc Since 2026-07-07 693718108 Equity (Common)
1.56%
$4.43 35,100
14 ABT Abbott Laboratories Since 2026-07-07 002824100 Equity (Common)
1.89%
$5.35 45,962
15 ADI Analog Devices Inc Since 2026-07-07 032654105 Equity (Common)
2.32%
$6.57 18,469
16 ITW Illinois Tool Works Inc Since 2026-07-07 452308109 Equity (Common)
1.28%
$3.64 12,538
17 PFE Pfizer Inc Since 2026-07-07 717081103 Equity (Common)
0.99%
$2.82 101,837
18 KKR KKR & Co Inc Since 2026-07-07 48251W104 Equity (Common)
1.44%
$4.07 46,470
19 AON Aon PLC Since 2026-07-07 Equity (Common)
1.39%
$3.93 11,717
20 LPLA LPL Financial Holdings Inc Since 2026-07-07 50212V100 Equity (Common)
0.83%
$2.34 7,795
21 MDLN Medline Inc Since 2026-07-07 58507V107 Equity (Common)
0.11%
$0.31 6,598
22 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
2.32%
$6.58 39,549
23 IR Ingersoll Rand Inc Since 2026-07-07 45687V106 Equity (Common)
0.83%
$2.37 25,156
24 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.75%
$2.12 2,859
25 HUM Humana Inc Since 2026-07-07 444859102 Equity (Common)
0.70%
$1.98 10,370
26 MAA Mid-America Apartment Communities Inc Since 2026-07-07 59522J103 Equity (Common)
0.84%
$2.38 17,791
27 NDAQ Nasdaq Inc Since 2026-07-07 631103108 Equity (Common)
1.58%
$4.50 51,330
28 EFX Equifax Inc Since 2026-07-07 294429105 Equity (Common)
1.28%
$3.64 17,430
29 CCEP Coca-Cola Europacific Partners PLC Since 2026-07-07 Equity (Common)
0.57%
$1.61 14,556
30 MRK Merck & Co Inc Since 2026-07-07 58933Y105 Equity (Common)
0.79%
$2.25 18,200
31 CRH CRH PLC Since 2026-07-07 Equity (Common)
0.94%
$2.66 22,195
32 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
4.28%
$12.14 40,420
33 COP ConocoPhillips Since 2026-07-07 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 33 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 33 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.