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MFS SERIES TRUST IV

CIK: 0000063068 Equity
Report date: 2026-04-24
AUM $71M
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 CRL Charles River Laboratories International Inc Since 2026-07-07 159864107 Equity (Common)
0.84%
 $0.59 3,328
2 TTMI TTM Technologies Inc Since 2026-07-07 87305R109 Equity (Common)
1.02%
 $0.72 6,957
3 OKTA Okta Inc Since 2026-07-07 679295105 Equity (Common)
0.60%
 $0.42 5,859
4 HIW Highwoods Properties Inc Since 2026-07-07 431284108 Equity (Common)
0.52%
 $0.37 16,479
5 WMS Advanced Drainage Systems Inc Since 2026-07-07 00790R104 Equity (Common)
0.98%
 $0.69 4,039
6 UEC Uranium Energy Corp Since 2026-07-07 916896103 Equity (Common)
0.52%
 $0.37 24,018
7 NVT nVent Electric PLC Since 2026-07-07 — Equity (Common)
1.36%
 $0.96 8,135
8 ATMU Atmus Filtration Technologies Inc Since 2026-07-07 04956D107 Equity (Common)
1.71%
 $1.21 18,777
9 COLB Columbia Banking System Inc Since 2026-07-07 197236102 Equity (Common)
0.52%
 $0.37 13,054
10 YSS York Space Systems Inc Since 2026-07-07 987084100 Equity (Common)
0.19%
 $0.14 5,373
11 ARMK Aramark Since 2026-07-07 03852U106 Equity (Common)
1.22%
 $0.87 20,727
12 BURL Burlington Stores Inc Since 2026-07-07 122017106 Equity (Common)
1.53%
 $1.08 3,527
13 USFD US Foods Holding Corp Since 2026-07-07 912008109 Equity (Common)
2.17%
 $1.54 15,924
14 PB Prosperity Bancshares Inc Since 2026-07-07 743606105 Equity (Common)
0.51%
 $0.36 5,190
15 ALLE Allegion plc Since 2026-07-07 — Equity (Common)
1.35%
 $0.95 5,927
16 JHX James Hardie Industries PLC Since 2026-07-07 — Equity (Common)
0.73%
 $0.52 21,166
17 DRS Leonardo DRS Inc Since 2026-07-07 52661A108 Equity (Common)
0.89%
 $0.63 14,500
18 KAI Kadant Inc Since 2026-07-07 48282T104 Equity (Common)
0.91%
 $0.64 1,897
19 TRU TransUnion Since 2026-07-07 89400J107 Equity (Common)
0.87%
 $0.62 7,892
20 RBA RB Global Inc Since 2026-07-07 74935Q107 Equity (Common)
1.60%
 $1.14 11,270
21 NTSK Netskope Inc Since 2026-07-07 64119N608 Equity (Common)
0.52%
 $0.37 34,050
22 GFL GFL Environmental Inc Since 2026-07-07 36168Q104 Equity (Common)
1.44%
 $1.02 23,165
23 FTI TechnipFMC PLC Since 2026-07-07 — Equity (Common)
2.05%
 $1.46 21,942
24 XPO XPO Inc Since 2026-07-07 983793100 Equity (Common)
1.36%
 $0.97 4,599
25 CACI CACI International Inc Since 2026-07-07 127190304 Equity (Common)
1.08%
 $0.77 1,255
26 QXO QXO Inc Since 2026-07-07 82846H405 Equity (Common)
0.98%
 $0.69 28,991
27 CBOE Cboe Global Markets Inc Since 2026-07-07 12503M108 Equity (Common)
1.51%
 $1.07 3,578
28 MAA Mid-America Apartment Communities Inc Since 2026-07-07 59522J103 Equity (Common)
0.91%
 $0.64 4,803
29 AGI Alamos Gold Inc Since 2026-07-07 011532108 Equity (Common)
0.88%
 $0.62 11,479
30 STE STERIS PLC Since 2026-07-07 — Equity (Common)
1.91%
 $1.36 5,379
31 ELS Equity LifeStyle Properties Inc Since 2026-07-07 29472R108 Equity (Common)
1.27%
 $0.90 13,405
32 QTWO Q2 Holdings Inc Since 2026-07-07 74736L109 Equity (Common)
0.38%
 $0.27 5,542
33 ESI Element Solutions Inc Since 2026-07-07 28618M106 Equity (Common)
1.30%
 $0.92 26,342
Frequently Asked Questions — MFS SERIES TRUST IV
What type of mutual fund is MFS SERIES TRUST IV?
MFS SERIES TRUST IV is a SEC-registered Equity fund, with $71M 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 IV holds 33 portfolio positions, all detailed in the holdings table on this page.
What are MFS SERIES TRUST IV's assets under management (AUM)?
MFS SERIES TRUST IV has $71M 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 IV's top holdings?
According to MFS SERIES TRUST IV's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Charles River Laboratories International Inc, TTM Technologies Inc, Okta Inc , 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 SERIES TRUST IV's expense ratio?
Expense ratio data for MFS SERIES TRUST IV 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 IV's SEC filings?
MFS SERIES TRUST IV 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 0000063068. You can access all of MFS SERIES TRUST IV's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000063068). 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 IV's holdings data on StockSifting?
Holdings data for MFS SERIES TRUST IV 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.