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MFS SERIES TRUST VIII

CIK: 0000819673 Equity
Report date: 2026-03-25
AUM $8.0B
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-25

About this Fund

MFS SERIES TRUST VIII is a leading mutual fund company that has been at the forefront of asset management and investment solutions for a diverse range of investors. With a rich history of navigating the complexities of the financial markets, the company has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to build and manage their wealth. The company's extensive suite of mutual funds spans various asset classes, including equity, debt, hybrid, and money market funds, providing investors with a broad range of options to create a diversified portfolio that aligns with their unique investment objectives and risk tolerance. By offering a systematic investment plan, or SIP, investors can take advantage of a disciplined approach to investing, reducing the impact of market volatility and timing risks. MFS SERIES TRUST VIII's team of experienced investment professionals is dedicated to delivering exceptional wealth management solutions, leveraging their expertise and cutting-edge research to identify opportunities and mitigate risks. The company's investor-centric approach focuses on providing transparent, cost-effective, and flexible investment solutions that cater to the distinct needs of its clients, whether they are seeking long-term growth, income generation, or capital preservation. With a strong commitment to fiduciary responsibility and a proven track record of performance, MFS SERIES TRUST VIII has earned the trust of investors who value the company's unwavering dedication to helping them achieve their financial goals. By combining a rigorous investment process with a customer-centric approach, the company has established a loyal client base that appreciates the value of its comprehensive investment management capabilities and the benefits of partnering with a seasoned mutual fund company. As a result, MFS SERIES TRUST VIII has become a preferred choice for investors seeking a reliable and experienced asset management partner to guide them through the complexities of the investment landscape and help them navigate the path to long-term financial success. Through its robust portfolio of mutual funds and wealth management solutions, the company continues to empower investors to make informed decisions, optimize their investment returns, and achieve a more secure financial future. With a steadfast commitment to excellence and a passion for delivering exceptional investment outcomes, MFS SERIES TRUST VIII remains a trusted and respected name in the mutual fund industry, poised to meet the evolving needs of investors in an ever-changing financial landscape.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

56 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ENB Enbridge, Inc. Since 2026-05-10 29250NBR5 Debt
0.06%
 $4.84 4,620,000
2 MAR Marriott International, Inc. Since 2026-05-10 571903BH5 Debt
0.05%
 $3.96 4,537,000
3 PM Philip Morris International, Inc. Since 2026-05-10 718172DB2 Debt
0.08%
 $6.24 6,000,000
4 MET MetLife, Inc. Since 2026-05-10 59156RCE6 Debt
0.13%
 $10.49 10,000,000
5 UBS UBS Group AG Since 2026-05-10 902613AS7 Debt
0.04%
 $3.17 3,165,000
6 TRGP Targa Resources Corp. Since 2026-05-10 87612GAB7 Debt
0.06%
 $4.71 5,521,000
7 HSBC HSBC Holdings plc Since 2026-05-10 404280CP2 Debt
0.01%
 $0.54 536,000
8 C Citigroup, Inc. Since 2026-05-10 17327CBC6 Debt
0.43%
 $34.68 33,948,000
9 AN AutoNation, Inc. Since 2026-05-10 05329WAT9 Debt
0.47%
 $37.44 36,027,000
10 SNAP Snap, Inc. Since 2026-05-10 83304AAL0 Debt
0.34%
 $26.98 26,291,000
11 UBS UBS Group AG Since 2026-05-10 902613AD0 Debt
0.03%
 $2.51 2,746,000
12 STZ Constellation Brands, Inc. Since 2026-05-10 21036PBS6 Debt
0.07%
 $5.97 5,870,000
13 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PEH5 Debt
0.23%
 $18.26 17,245,000
14 PATK Patrick Industries, Inc. Since 2026-05-10 703343AD5 Debt
0.31%
 $24.40 24,652,000
15 PM Philip Morris International, Inc. Since 2026-05-10 718172CX5 Debt
0.07%
 $5.95 5,581,000
16 UBS UBS Group AG Since 2026-05-10 902613BE7 Debt
0.10%
 $8.29 7,091,000
17 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAK5 Debt
0.01%
 $0.41 473,000
18 MAR Marriott International, Inc. Since 2026-05-10 571903BG7 Debt
0.01%
 $0.61 654,000
19 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PER3 Debt
0.13%
 $10.04 9,999,000
20 UBS UBS Group AG Since 2026-05-10 90352JAC7 Debt
0.02%
 $1.62 1,618,000
21 UBS UBS Group AG Since 2026-05-10 902613AH1 Debt
0.04%
 $3.45 3,500,000
22 LNG Cheniere Energy, Inc. Since 2026-05-10 16411RAN9 Debt
0.13%
 $10.37 10,000,000
23 MET MetLife, Inc. Since 2026-05-10 59156RCQ9 Debt
0.19%
 $15.13 14,405,000
24 LVS Las Vegas Sands Corp. Since 2026-05-10 517834AM9 Debt
0.14%
 $10.94 10,681,000
25 BRO Brown & Brown, Inc. Since 2026-05-10 115236AG6 Debt
0.29%
 $23.13 22,462,000
26 AVGO Broadcom, Inc. Since 2026-05-10 11135FCY5 Debt
0.22%
 $17.52 17,745,000
27 POST Post Holdings, Inc. Since 2026-05-10 737446AQ7 Debt
0.20%
 $15.62 16,000,000
28 AJG Arthur J Gallagher & Co. Since 2026-05-10 04316JAN9 Debt
0.19%
 $15.12 15,000,000
29 GPN Global Payments, Inc. Since 2026-05-10 37940XAD4 Debt
0.04%
 $3.31 3,563,000
30 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAU3 Debt
0.19%
 $14.93 14,368,000
31 HSBC HSBC Holdings plc Since 2026-05-10 404280CQ0 Debt
0.01%
 $1.09 1,150,000
32 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PBP0 Debt
0.01%
 $0.68 726,000
33 POST Post Holdings, Inc. Since 2026-05-10 737446AX2 Debt
0.23%
 $18.62 18,492,000
34 RCI Rogers Communications, Inc. Since 2026-05-10 775109CK5 Debt
0.03%
 $2.13 2,643,000
35 TRGP Targa Resources Corp. Since 2026-05-10 87612GAC5 Debt
0.18%
 $14.26 13,342,000
36 TRGP Targa Resources Corp. Since 2026-05-10 87612GAS0 Debt
0.28%
 $22.74 22,698,000
37 UBS UBS Group AG Since 2026-05-10 902613BH0 Debt
0.22%
 $17.81 17,000,000
38 ENB Enbridge, Inc. Since 2026-05-10 29250NBF1 Debt
0.02%
 $1.65 1,923,000
39 UBS UBS Group AG Since 2026-05-10 902613BS6 Debt
0.30%
 $23.88 23,491,000
40 GPN Global Payments, Inc. Since 2026-05-10 37940XAH5 Debt
0.12%
 $9.57 10,669,000
41 AJG Arthur J Gallagher & Co. Since 2026-05-10 04316JAH2 Debt
0.16%
 $12.40 12,000,000
42 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAS8 Debt
0.24%
 $18.80 18,000,000
43 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PCU8 Debt
0.05%
 $3.67 4,000,000
44 DKS Dick's Sporting Goods, Inc. Since 2026-05-10 253393AF9 Debt
0.20%
 $15.78 17,118,000
45 BRO Brown & Brown, Inc. Since 2026-05-10 115236AE1 Debt
0.03%
 $2.08 2,157,000
46 ARW Arrow Electronics, Inc. Since 2026-05-10 04273WAE1 Debt
0.31%
 $24.52 23,547,000
47 ENB Enbridge, Inc. Since 2026-05-10 29250NAZ8 Debt
0.02%
 $1.29 1,344,000
48 ENB Enbridge, Inc. Since 2026-05-10 29250NCC7 Debt
0.19%
 $15.45 14,836,000
49 BRO Brown & Brown, Inc. Since 2026-05-10 115236AC5 Debt
0.07%
 $5.80 6,452,000
50 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PDG8 Debt
0.05%
 $4.05 4,000,000
51 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAM1 Debt
0.01%
 $1.15 1,412,000
52 PM Philip Morris International, Inc. Since 2026-05-10 718172DJ5 Debt
0.21%
 $16.52 16,000,000
53 JEF Jefferies Financial Group, Inc. Since 2026-05-10 47233WLL1 Debt
0.59%
 $47.06 47,674,000
54 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAP4 Debt
0.06%
 $4.98 4,850,000
55 HUM Humana, Inc. Since 2026-05-10 444859BV3 Debt
0.08%
 $6.55 6,326,000
56 AJG Arthur J Gallagher & Co. Since 2026-05-10 04316JAF6 Debt
0.14%
 $10.99 10,000,000
Frequently Asked Questions — MFS SERIES TRUST VIII
What type of mutual fund is MFS SERIES TRUST VIII?
MFS SERIES TRUST VIII is a SEC-registered Equity fund, with $8.0B 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 VIII holds 56 portfolio positions, all detailed in the holdings table on this page.
What are MFS SERIES TRUST VIII's assets under management (AUM)?
MFS SERIES TRUST VIII has $8.0B 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 VIII's top holdings?
According to MFS SERIES TRUST VIII's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Enbridge, Inc., Marriott International, Inc., Philip Morris International, Inc. , among others. The complete list of all 56 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 VIII's expense ratio?
Expense ratio data for MFS SERIES TRUST VIII 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 VIII's SEC filings?
MFS SERIES TRUST VIII 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 0000819673. You can access all of MFS SERIES TRUST VIII's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000819673). 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 VIII's holdings data on StockSifting?
Holdings data for MFS SERIES TRUST VIII 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.