About this Fund
MFS SERIES TRUST III is a renowned mutual fund company that specializes in delivering a wide range of investment solutions to cater to the diverse needs of its clients. As a leading player in the asset management industry, the company offers an extensive array of mutual funds, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial objectives. With a strong focus on wealth management, MFS SERIES TRUST III empowers investors to achieve their long-term goals through a systematic investment plan, or SIP, which enables them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investment approach is centered around a thorough research-driven process, where a team of experienced professionals conducts in-depth analysis to identify high-potential investment opportunities that can generate substantial returns over time.
MFS SERIES TRUST III's investor-centric approach has earned the trust of a large and loyal client base, comprising individual investors, institutions, and financial advisors. The company's key strengths lie in its ability to provide customized investment solutions, backed by a robust risk management framework that ensures the optimal allocation of assets to minimize risk and maximize returns. By leveraging its extensive expertise and resources, MFS SERIES TRUST III has established itself as a reliable partner for investors seeking to navigate the complexities of the financial markets and achieve their investment objectives. The company's commitment to transparency, accountability, and exceptional customer service has further reinforced its reputation as a trusted mutual fund provider, making it an ideal choice for those seeking to create a solid foundation for their financial future. With its broad range of mutual funds and wealth management services, MFS SERIES TRUST III continues to play a vital role in helping investors build and manage their portfolios, providing them with the necessary tools and support to make informed investment decisions and achieve long-term financial success. Through its dedication to delivering outstanding investment performance and exceptional client service, MFS SERIES TRUST III has solidified its position as a leading mutual fund company, and its funds are widely regarded as a key component of a well-diversified investment portfolio.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
1 positions
| # |
Security Name |
CUSIP |
Asset Type |
Weight % |
Value ($M) |
Quantity |
| 1 |
MKSI
MKS, Inc.
Since 2026-05-10
|
N/A |
Debt |
0.41%
|
$0.85 |
718,000 |
Frequently Asked Questions — MFS SERIES TRUST III
What type of mutual fund is MFS SERIES TRUST III?
MFS SERIES TRUST III is a SEC-registered Equity fund, with $206M 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 SERIES TRUST III holds 1 portfolio positions, all detailed in the holdings table on this page.
What are MFS SERIES TRUST III's assets under management (AUM)?
MFS SERIES TRUST III has $206M 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 SERIES TRUST III's top holdings?
According to MFS SERIES TRUST III's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
MKS, Inc.
.
The complete list of all 1 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 SERIES TRUST III's expense ratio?
Expense ratio data for MFS SERIES TRUST III 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 SERIES TRUST III's SEC filings?
MFS SERIES TRUST III 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 0000225604.
You can access all of MFS SERIES TRUST III's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000225604).
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 SERIES TRUST III's holdings data on StockSifting?
Holdings data for MFS SERIES TRUST III 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.