MFS SERIES TRUST IV
About this Fund
MFS SERIES TRUST IV is a renowned mutual fund company that has been at the forefront of asset management, providing a wide range of investment solutions to discerning investors. With a rich history of navigating the complexities of the financial markets, the company has established itself as a trusted partner for those seeking to grow their wealth through a well-diversified portfolio. MFS SERIES TRUST IV offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, each carefully crafted to cater to the unique needs and risk tolerance of its investors. Whether you are a seasoned investor or just starting to build your investment portfolio, the company's extensive suite of funds provides ample opportunities to invest in a variety of asset classes, sectors, and geographies. For investors who prefer a disciplined and consistent approach to investing, MFS SERIES TRUST IV also offers Systematic Investment Plans (SIPs) that enable them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and timing risks. The company's investor-centric approach is built around a deep understanding of its clients' financial goals and risk profiles, ensuring that each investor receives personalized wealth management solutions tailored to their specific needs. By leveraging the expertise of its seasoned investment managers and a robust research framework, MFS SERIES TRUST IV has consistently demonstrated its ability to deliver strong investment performance and navigate complex market conditions. The company's key strengths lie in its rigorous investment process, a strong commitment to risk management, and a transparent approach to communication, all of which have earned the trust and loyalty of its investors. As a result, MFS SERIES TRUST IV has become a preferred choice for investors seeking a reliable and knowledgeable partner to help them achieve their long-term financial objectives, and its mutual funds have become an integral part of many investment portfolios. With a long-term perspective and a focus on delivering sustainable investment returns, MFS SERIES TRUST IV continues to be a leading player in the asset management industry, dedicated to helping its investors build wealth and secure their financial futures.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | CRL Charles River Laboratories International Inc Since 2026-05-10 | 159864107 | Equity (Common) |
0.84%
|
$0.59 | 3,328 |
| 2 | TTMI TTM Technologies Inc Since 2026-05-10 | 87305R109 | Equity (Common) |
1.02%
|
$0.72 | 6,957 |
| 3 | OKTA Okta Inc Since 2026-05-10 | 679295105 | Equity (Common) |
0.60%
|
$0.42 | 5,859 |
| 4 | HIW Highwoods Properties Inc Since 2026-05-10 | 431284108 | Equity (Common) |
0.52%
|
$0.37 | 16,479 |
| 5 | WMS Advanced Drainage Systems Inc Since 2026-05-10 | 00790R104 | Equity (Common) |
0.98%
|
$0.69 | 4,039 |
| 6 | UEC Uranium Energy Corp Since 2026-05-10 | 916896103 | Equity (Common) |
0.52%
|
$0.37 | 24,018 |
| 7 | NVT nVent Electric PLC Since 2026-05-10 | — | Equity (Common) |
1.36%
|
$0.96 | 8,135 |
| 8 | ATMU Atmus Filtration Technologies Inc Since 2026-05-10 | 04956D107 | Equity (Common) |
1.71%
|
$1.21 | 18,777 |
| 9 | COLB Columbia Banking System Inc Since 2026-05-10 | 197236102 | Equity (Common) |
0.52%
|
$0.37 | 13,054 |
| 10 | YSS York Space Systems Inc Since 2026-05-10 | 987084100 | Equity (Common) |
0.19%
|
$0.14 | 5,373 |
| 11 | ARMK Aramark Since 2026-05-10 | 03852U106 | Equity (Common) |
1.22%
|
$0.87 | 20,727 |
| 12 | BURL Burlington Stores Inc Since 2026-05-10 | 122017106 | Equity (Common) |
1.53%
|
$1.08 | 3,527 |
| 13 | USFD US Foods Holding Corp Since 2026-05-10 | 912008109 | Equity (Common) |
2.17%
|
$1.54 | 15,924 |
| 14 | PB Prosperity Bancshares Inc Since 2026-05-10 | 743606105 | Equity (Common) |
0.51%
|
$0.36 | 5,190 |
| 15 | ALLE Allegion plc Since 2026-05-10 | — | Equity (Common) |
1.35%
|
$0.95 | 5,927 |
| 16 | JHX James Hardie Industries PLC Since 2026-05-10 | — | Equity (Common) |
0.73%
|
$0.52 | 21,166 |
| 17 | DRS Leonardo DRS Inc Since 2026-05-10 | 52661A108 | Equity (Common) |
0.89%
|
$0.63 | 14,500 |
| 18 | TRU TransUnion Since 2026-05-10 | 89400J107 | Equity (Common) |
0.87%
|
$0.62 | 7,892 |
| 19 | RBA RB Global Inc Since 2026-05-10 | 74935Q107 | Equity (Common) |
1.60%
|
$1.14 | 11,270 |
| 20 | NTSK Netskope Inc Since 2026-05-10 | 64119N608 | Equity (Common) |
0.52%
|
$0.37 | 34,050 |
| 21 | GFL GFL Environmental Inc Since 2026-05-10 | 36168Q104 | Equity (Common) |
1.44%
|
$1.02 | 23,165 |
| 22 | FTI TechnipFMC PLC Since 2026-05-10 | — | Equity (Common) |
2.05%
|
$1.46 | 21,942 |
| 23 | XPO XPO Inc Since 2026-05-10 | 983793100 | Equity (Common) |
1.36%
|
$0.97 | 4,599 |
| 24 | CACI CACI International Inc Since 2026-05-10 | 127190304 | Equity (Common) |
1.08%
|
$0.77 | 1,255 |
| 25 | QXO QXO Inc Since 2026-05-10 | 82846H405 | Equity (Common) |
0.98%
|
$0.69 | 28,991 |
| 26 | CBOE Cboe Global Markets Inc Since 2026-05-10 | 12503M108 | Equity (Common) |
1.51%
|
$1.07 | 3,578 |
| 27 | MAA Mid-America Apartment Communities Inc Since 2026-05-10 | 59522J103 | Equity (Common) |
0.91%
|
$0.64 | 4,803 |
| 28 | AGI Alamos Gold Inc Since 2026-05-10 | 011532108 | Equity (Common) |
0.88%
|
$0.62 | 11,479 |
| 29 | STE STERIS PLC Since 2026-05-10 | — | Equity (Common) |
1.91%
|
$1.36 | 5,379 |
| 30 | ELS Equity LifeStyle Properties Inc Since 2026-05-10 | 29472R108 | Equity (Common) |
1.27%
|
$0.90 | 13,405 |
| 31 | QTWO Q2 Holdings Inc Since 2026-05-10 | 74736L109 | Equity (Common) |
0.38%
|
$0.27 | 5,542 |
| 32 | ESI Element Solutions Inc Since 2026-05-10 | 28618M106 | Equity (Common) |
1.30%
|
$0.92 | 26,342 |