MFS SERIES TRUST VII
About this Fund
MFS SERIES TRUST VII is a reputable mutual fund company that has been a cornerstone in the asset management industry, providing a diverse range of investment solutions to cater to the varied needs of its clients. With a strong focus on wealth 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. By leveraging its expertise in investment management, MFS SERIES TRUST VII empowers investors to navigate the complexities of the market, making informed decisions to achieve their long-term objectives. The company's investor-centric approach ensures that it prioritizes the needs of its clients, providing them with flexible investment options, such as Systematic Investment Plans (SIP), to facilitate regular investments and help them stay committed to their financial plans. MFS SERIES TRUST VII's key strengths lie in its rigorous research-driven approach, which enables its experienced team of investment professionals to identify opportunities and mitigate risks, thereby delivering consistent performance across its range of funds. The company's commitment to transparency, accountability, and governance has earned it the trust of investors, who appreciate the meticulous attention to detail and the high standards of integrity that it upholds in its operations. As a result, MFS SERIES TRUST VII has established itself as a reliable partner for investors seeking to create wealth over the long term, providing them with access to a comprehensive suite of investment products and services that cater to their unique requirements. By focusing on the core principles of asset management, including portfolio diversification, risk management, and continuous monitoring, the company ensures that its clients' investments are aligned with their overall financial objectives, fostering a culture of trust and confidence that underpins its relationships with investors. With its extensive experience and expertise in mutual fund management, MFS SERIES TRUST VII continues to be a preferred choice for investors seeking to optimize their investment returns and achieve their financial aspirations. The company's dedication to delivering exceptional investor experiences is reflected in its robust distribution network, which provides seamless access to its range of mutual funds, allowing investors to invest, redeem, or switch between funds with ease. Furthermore, MFS SERIES TRUST VII's commitment to investor education and awareness initiatives helps to empower investors with the knowledge and insights necessary to make informed decisions about their investments, underscoring its role as a trusted advisor and wealth management partner. By consistently demonstrating its ability to adapt to evolving market conditions and investor needs, MFS SERIES TRUST VII has reinforced its position as a leading mutual fund company, renowned for its unwavering commitment to excellence, integrity, and investor-centricity, and its unrelenting pursuit of delivering long-term value to its clients. As the investment landscape continues to evolve, MFS SERIES TRUST VII remains poised to address the changing needs of its investors, leveraging its expertise, experience, and resources to help them navigate the complexities of the market and achieve their financial objectives.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
2.18%
|
$15.99 | 47,295 |
| 2 | MO Altria Group Inc Since 2026-05-10 | 02209S103 | Equity (Common) |
0.71%
|
$5.17 | 83,333 |
| 3 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
1.68%
|
$12.33 | 51,510 |
| 4 | AMP Ameriprise Financial Inc Since 2026-05-10 | 03076C106 | Equity (Common) |
1.63%
|
$11.92 | 22,610 |
| 5 | ARMK Aramark Since 2026-05-10 | 03852U106 | Equity (Common) |
1.04%
|
$7.61 | 197,798 |
| 6 | ANET Arista Networks Inc Since 2026-05-10 | 040413205 | Equity (Common) |
0.71%
|
$5.23 | 36,923 |
| 7 | BWXT BWX Technologies Inc Since 2026-05-10 | 05605H100 | Equity (Common) |
0.49%
|
$3.57 | 17,369 |
| 8 | BANC Banc of California Inc Since 2026-05-10 | 05990K106 | Equity (Common) |
0.88%
|
$6.45 | 322,642 |
| 9 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
0.76%
|
$5.58 | 16,829 |
| 10 | CAT Caterpillar Inc Since 2026-05-10 | 149123101 | Equity (Common) |
1.06%
|
$7.76 | 11,811 |
| 11 | CVE Cenovus Energy Inc Since 2026-05-10 | 15135U109 | Equity (Common) |
0.54%
|
$3.97 | 200,954 |
| 12 | C Citigroup Inc Since 2026-05-10 | 172967424 | Equity (Common) |
1.96%
|
$14.37 | 124,193 |
| 13 | COLB Columbia Banking System Inc Since 2026-05-10 | 197236102 | Equity (Common) |
0.55%
|
$4.05 | 137,515 |
| 14 | EIX Edison International Since 2026-05-10 | 281020107 | Equity (Common) |
0.79%
|
$5.78 | 92,873 |
| 15 | ENB Enbridge Inc Since 2026-05-10 | 29250N105 | Equity (Common) |
0.50%
|
$3.66 | 74,899 |
| 16 | EQH Equitable Holdings Inc Since 2026-05-10 | 29452E101 | Equity (Common) |
1.53%
|
$11.23 | 242,116 |
| 17 | EPRT Essential Properties Realty Trust Inc Since 2026-05-10 | 29670E107 | Equity (Common) |
0.82%
|
$5.99 | 197,362 |
| 18 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
1.09%
|
$8.02 | 11,189 |
| 19 | GIS General Mills Inc Since 2026-05-10 | 370334104 | Equity (Common) |
0.46%
|
$3.37 | 72,836 |
| 20 | GILD Gilead Sciences Inc Since 2026-05-10 | 375558103 | Equity (Common) |
1.50%
|
$10.96 | 77,195 |
| 21 | HIW Highwoods Properties Inc Since 2026-05-10 | 431284108 | Equity (Common) |
0.88%
|
$6.47 | 250,440 |
| 22 | HUM Humana Inc Since 2026-05-10 | 444859102 | Equity (Common) |
0.50%
|
$3.68 | 18,852 |
| 23 | IBKR Interactive Brokers Group Inc Since 2026-05-10 | 45841N107 | Equity (Common) |
0.62%
|
$4.54 | 60,637 |
| 24 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
0.44%
|
$3.23 | 10,561 |
| 25 | J Jacobs Solutions Inc Since 2026-05-10 | 46982L108 | Equity (Common) |
0.42%
|
$3.08 | 22,769 |
| 26 | LDOS Leidos Holdings Inc Since 2026-05-10 | 525327102 | Equity (Common) |
0.64%
|
$4.66 | 24,735 |
| 27 | NEE NEXTERA ENERGY INC Since 2026-05-10 | 65339F119 | Equity (Preferred) |
1.27%
|
$9.29 | 181,893 |
| 28 | OMC Omnicom Group Inc Since 2026-05-10 | 681919106 | Equity (Common) |
1.05%
|
$7.69 | 99,834 |
| 29 | PEP PepsiCo Inc Since 2026-05-10 | 713448108 | Equity (Common) |
0.55%
|
$4.03 | 26,219 |
| 30 | PFE Pfizer Inc Since 2026-05-10 | 717081103 | Equity (Common) |
2.05%
|
$15.03 | 568,381 |
| 31 | PM Philip Morris International Inc Since 2026-05-10 | 718172109 | Equity (Common) |
0.63%
|
$4.65 | 25,921 |
| 32 | PII Polaris Inc Since 2026-05-10 | 731068102 | Equity (Common) |
0.62%
|
$4.51 | 70,612 |
| 33 | BPOP Popular Inc Since 2026-05-10 | 733174700 | Equity (Common) |
2.18%
|
$15.96 | 119,542 |
| 34 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
0.31%
|
$2.25 | 10,596 |
| 35 | TKO TKO Group Holdings Inc Since 2026-05-10 | 87256C101 | Equity (Common) |
0.68%
|
$4.96 | 24,470 |
| 36 | VOYA Voya Financial Inc Since 2026-05-10 | 929089100 | Equity (Common) |
1.54%
|
$11.32 | 147,634 |
| 37 | TTE TotalEnergies SE Since 2026-05-10 | — | Equity (Common) |
0.57%
|
$4.18 | 57,655 |
| 38 | MDT Medtronic PLC Since 2026-05-10 | — | Equity (Common) |
1.58%
|
$11.59 | 112,594 |
| 39 | STX Seagate Technology Holdings PLC Since 2026-05-10 | — | Equity (Common) |
1.19%
|
$8.76 | 21,474 |
| 40 | FTI TechnipFMC PLC Since 2026-05-10 | — | Equity (Common) |
1.79%
|
$13.13 | 235,580 |
| 41 | TT Trane Technologies PLC Since 2026-05-10 | — | Equity (Common) |
1.26%
|
$9.26 | 22,014 |