MFS SERIES TRUST I
About this Fund
MFS SERIES TRUST I is a renowned mutual fund company that specializes in providing a wide range of investment solutions to meet the diverse needs of its clients. With a strong focus on asset management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. For investors seeking long-term growth, MFS SERIES TRUST I's equity funds provide exposure to a variety of domestic and international markets, while its debt funds offer a more conservative approach, investing in high-quality bonds and other fixed-income securities. The company's hybrid funds, on the other hand, combine the benefits of both equity and debt investments, providing a balanced portfolio that can help mitigate risk and increase potential returns. Additionally, MFS SERIES TRUST I's money market funds offer a low-risk investment option, ideal for investors seeking liquidity and preservation of capital. The company's investor-focused approach is centered on providing exceptional wealth management services, helping individuals, institutions, and financial advisors achieve their investment objectives through a systematic investment plan, or SIP, that is tailored to their unique needs and circumstances. With a strong commitment to research and investment excellence, MFS SERIES TRUST I's experienced team of portfolio managers and analysts work tirelessly to identify opportunities and manage risk, ensuring that investors' assets are managed with the utmost care and expertise. The company's key strengths lie in its disciplined investment approach, rigorous risk management, and transparent communication, which have earned the trust of investors nationwide. By leveraging its extensive investment expertise and resources, MFS SERIES TRUST I has established itself as a trusted partner for investors seeking to grow and protect their wealth over the long term, and its mutual funds have become a cornerstone of many investment portfolios. As a leading asset management company, MFS SERIES TRUST I is dedicated to helping its clients achieve financial success, and its unwavering commitment to investment excellence has made it a preferred choice among investors seeking a reliable and experienced mutual fund company to manage their investment portfolios. With a rich history of delivering strong investment performance and a passion for helping investors achieve their financial goals, MFS SERIES TRUST I continues to be a driving force in the mutual fund industry, providing innovative investment solutions and exceptional service to its clients. By investing in MFS SERIES TRUST I's mutual funds, investors can benefit from the company's extensive investment expertise, rigorous research, and disciplined approach to asset management, ultimately helping them to achieve their long-term financial objectives and secure their financial future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | EQH Equitable Holdings Inc Since 2026-05-10 | 29452E101 | Equity (Common) |
0.39%
|
$1.36 | 33,772 |
| 2 | AIZ Assurant Inc Since 2026-05-10 | 04621X108 | Equity (Common) |
0.70%
|
$2.41 | 10,501 |
| 3 | INTU Intuit Inc Since 2026-05-10 | 461202103 | Equity (Common) |
1.24%
|
$4.27 | 10,432 |
| 4 | ACN Accenture PLC Since 2026-05-10 | — | Equity (Common) |
1.26%
|
$4.33 | 20,738 |
| 5 | AME AMETEK Inc Since 2026-05-10 | 031100100 | Equity (Common) |
0.77%
|
$2.65 | 11,099 |
| 6 | EPRT Essential Properties Realty Trust Inc Since 2026-05-10 | 29670E107 | Equity (Common) |
0.43%
|
$1.47 | 43,340 |
| 7 | PNR Pentair PLC Since 2026-05-10 | — | Equity (Common) |
0.55%
|
$1.89 | 19,049 |
| 8 | HLT Hilton Worldwide Holdings Inc Since 2026-05-10 | 43300A203 | Equity (Common) |
0.79%
|
$2.71 | 8,685 |
| 9 | GIS General Mills Inc Since 2026-05-10 | 370334104 | Equity (Common) |
1.66%
|
$5.70 | 126,097 |
| 10 | ABBV AbbVie Inc Since 2026-05-10 | 00287Y109 | Equity (Common) |
0.58%
|
$2.00 | 8,605 |
| 11 | VTR Ventas Inc Since 2026-05-10 | 92276F100 | Equity (Common) |
0.61%
|
$2.11 | 24,457 |
| 12 | EG Everest Group Ltd Since 2026-05-10 | — | Equity (Common) |
1.16%
|
$3.99 | 11,900 |
| 13 | ARMK Aramark Since 2026-05-10 | 03852U106 | Equity (Common) |
0.75%
|
$2.57 | 61,359 |
| 14 | OMC Omnicom Group Inc Since 2026-05-10 | 681919106 | Equity (Common) |
0.87%
|
$3.00 | 35,132 |
| 15 | XEL Xcel Energy Inc Since 2026-05-10 | 98389B100 | Equity (Common) |
1.15%
|
$3.97 | 47,572 |
| 16 | ALLE Allegion plc Since 2026-05-10 | — | Equity (Common) |
0.37%
|
$1.28 | 7,969 |
| 17 | MDT Medtronic PLC Since 2026-05-10 | — | Equity (Common) |
1.15%
|
$3.97 | 40,678 |
| 18 | PEP PepsiCo Inc Since 2026-05-10 | 713448108 | Equity (Common) |
1.51%
|
$5.19 | 30,579 |
| 19 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
3.12%
|
$10.74 | 34,436 |
| 20 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
1.93%
|
$6.65 | 20,771 |
| 21 | LDOS Leidos Holdings Inc Since 2026-05-10 | 525327102 | Equity (Common) |
0.50%
|
$1.72 | 9,793 |
| 22 | CBRE CBRE Group Inc Since 2026-05-10 | 12504L109 | Equity (Common) |
0.40%
|
$1.37 | 9,307 |
| 23 | TYL Tyler Technologies Inc Since 2026-05-10 | 902252105 | Equity (Common) |
1.14%
|
$3.91 | 11,035 |
| 24 | FRT Federal Realty Investment Trust Since 2026-05-10 | 313745101 | Equity (Common) |
0.55%
|
$1.89 | 17,417 |
| 25 | TRMB Trimble Inc Since 2026-05-10 | 896239100 | Equity (Common) |
0.44%
|
$1.51 | 22,656 |
| 26 | TTWO Take-Two Interactive Software Inc Since 2026-05-10 | 874054109 | Equity (Common) |
0.59%
|
$2.02 | 9,535 |
| 27 | ORLY O'Reilly Automotive Inc Since 2026-05-10 | 67103H107 | Equity (Common) |
1.18%
|
$4.08 | 43,418 |
| 28 | PFG Principal Financial Group Inc Since 2026-05-10 | 74251V102 | Equity (Common) |
0.59%
|
$2.03 | 21,244 |
| 29 | WMT Walmart Inc Since 2026-05-10 | 931142103 | Equity (Common) |
0.52%
|
$1.79 | 13,981 |
| 30 | PSA Public Storage Since 2026-05-10 | 74460D109 | Equity (Common) |
0.48%
|
$1.64 | 5,336 |
| 31 | RITM Rithm Capital Corp Since 2026-05-10 | 64828T201 | Equity (Common) |
0.39%
|
$1.35 | 133,945 |
| 32 | ECL Ecolab Inc Since 2026-05-10 | 278865100 | Equity (Common) |
0.53%
|
$1.84 | 5,961 |
| 33 | RSG Republic Services Inc Since 2026-05-10 | 760759100 | Equity (Common) |
1.65%
|
$5.68 | 24,805 |
| 34 | BPOP Popular Inc Since 2026-05-10 | 733174700 | Equity (Common) |
0.42%
|
$1.44 | 10,663 |
| 35 | ESS Essex Property Trust Inc Since 2026-05-10 | 297178105 | Equity (Common) |
0.48%
|
$1.65 | 6,448 |
| 36 | EVRG Evergy Inc Since 2026-05-10 | 30034W106 | Equity (Common) |
0.97%
|
$3.35 | 39,988 |
| 37 | J Jacobs Solutions Inc Since 2026-05-10 | 46982L108 | Equity (Common) |
0.44%
|
$1.51 | 10,927 |
| 38 | ABT Abbott Laboratories Since 2026-05-10 | 002824100 | Equity (Common) |
0.94%
|
$3.22 | 27,713 |
| 39 | ADI Analog Devices Inc Since 2026-05-10 | 032654105 | Equity (Common) |
2.78%
|
$9.58 | 26,923 |
| 40 | MET MetLife Inc Since 2026-05-10 | 59156R108 | Equity (Common) |
0.45%
|
$1.54 | 21,399 |
| 41 | PFE Pfizer Inc Since 2026-05-10 | 717081103 | Equity (Common) |
0.89%
|
$3.07 | 111,096 |
| 42 | WCN Waste Connections Inc Since 2026-05-10 | 94106B101 | Equity (Common) |
0.85%
|
$2.92 | 16,944 |
| 43 | VOYA Voya Financial Inc Since 2026-05-10 | 929089100 | Equity (Common) |
0.40%
|
$1.38 | 20,690 |
| 44 | ADSK Autodesk Inc Since 2026-05-10 | 052769106 | Equity (Common) |
1.18%
|
$4.05 | 16,467 |
| 45 | TEL TE Connectivity PLC Since 2026-05-10 | — | Equity (Common) |
1.79%
|
$6.17 | 26,818 |
| 46 | SPG Simon Property Group Inc Since 2026-05-10 | 828806109 | Equity (Common) |
0.43%
|
$1.49 | 7,298 |
| 47 | ACIW ACI Worldwide Inc Since 2026-05-10 | 004498101 | Equity (Common) |
0.99%
|
$3.42 | 86,095 |
| 48 | LYV Live Nation Entertainment Inc Since 2026-05-10 | 538034109 | Equity (Common) |
0.63%
|
$2.16 | 13,314 |
| 49 | AZO AutoZone Inc Since 2026-05-10 | 053332102 | Equity (Common) |
1.65%
|
$5.68 | 1,513 |
| 50 | AMP Ameriprise Financial Inc Since 2026-05-10 | 03076C106 | Equity (Common) |
0.45%
|
$1.53 | 3,263 |
| 51 | VRSK Verisk Analytics Inc Since 2026-05-10 | 92345Y106 | Equity (Common) |
0.70%
|
$2.42 | 11,657 |
| 52 | NNN NNN REIT Inc Since 2026-05-10 | 637417106 | Equity (Common) |
0.46%
|
$1.57 | 34,739 |
| 53 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
1.18%
|
$4.07 | 15,388 |
| 54 | CBOE Cboe Global Markets Inc Since 2026-05-10 | 12503M108 | Equity (Common) |
0.90%
|
$3.10 | 10,357 |
| 55 | MRK Merck & Co Inc Since 2026-05-10 | 58933Y105 | Equity (Common) |
2.27%
|
$7.81 | 63,055 |
| 56 | STE STERIS PLC Since 2026-05-10 | — | Equity (Common) |
0.95%
|
$3.26 | 12,930 |
| 57 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
0.47%
|
$1.63 | 5,427 |
| 58 | MSI Motorola Solutions Inc Since 2026-05-10 | 620076307 | Equity (Common) |
2.10%
|
$7.22 | 14,976 |
| 59 | HOLX Hologic Inc Since 2026-05-10 | 436440101 | Equity (Common) |
0.61%
|
$2.09 | 27,704 |
| 60 | REYN Reynolds Consumer Products Inc Since 2026-05-10 | 76171L106 | Equity (Common) |
0.48%
|
$1.66 | 66,728 |
| 61 | AIG American International Group Inc Since 2026-05-10 | 026874784 | Equity (Common) |
0.38%
|
$1.31 | 16,281 |