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MFS SERIES TRUST XIII

CIK: 0000356349 Equity
Report date: 2026-04-24
AUM $2.3B
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-24

About this Fund

MFS SERIES TRUST XIII is a leading mutual fund company that specializes in providing a wide range of investment solutions to meet the diverse needs of its clients, leveraging its expertise in asset management to deliver long-term value to its investors. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each designed to cater to specific investment objectives and risk profiles. Through its comprehensive portfolio of funds, MFS SERIES TRUST XIII enables investors to navigate various market conditions, helping them achieve their financial goals, whether it be capital appreciation, income generation, or liquidity. By adopting a disciplined investment approach, the company's experienced team of portfolio managers and research analysts work tirelessly to identify opportunities and mitigate risks, ensuring that investors' hard-earned money is managed with prudence and care. For those who prefer a systematic investment plan, or SIP, MFS SERIES TRUST XIII also offers this option, allowing investors to invest a fixed amount of money at regular intervals, thereby reducing timing risks and promoting a disciplined investment habit. What sets the company apart is its unwavering commitment to transparency, accountability, and investor-centricity, which has earned it the trust of countless investors over the years. By prioritizing investors' needs and delivering consistent performance, MFS SERIES TRUST XIII has established itself as a trusted partner in the realm of mutual fund investing, helping individuals, families, and institutions build and manage their wealth effectively. With its extensive range of investment products and services, the company is well-equipped to meet the evolving needs of its clients, providing them with the necessary tools and expertise to succeed in today's complex and dynamic investment landscape. As a result, MFS SERIES TRUST XIII has become a go-to destination for investors seeking to create a diversified portfolio, manage risk, and achieve their long-term financial objectives, and its reputation as a reliable and knowledgeable asset management company continues to grow, driven by its passion for delivering exceptional investment experiences and building lasting relationships with its clients.

Holdings

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

23 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 EQR Equity Residential Since 2026-05-10 29476L107 Equity (Common)
1.79%
 $40.68 643,566
2 HIW Highwoods Properties Inc Since 2026-05-10 431284108 Equity (Common)
1.32%
 $30.06 1,336,631
3 EPRT Essential Properties Realty Trust Inc Since 2026-05-10 29670E107 Equity (Common)
1.37%
 $31.11 916,590
4 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
3.94%
 $89.54 1,039,212
5 COLD Americold Realty Trust Inc Since 2026-05-10 03064D108 Equity (Common)
0.88%
 $19.99 1,493,238
6 BXP BXP Inc Since 2026-05-10 101121101 Equity (Common)
1.30%
 $29.41 510,820
7 AMH American Homes 4 Rent Since 2026-05-10 02665T306 Equity (Common)
1.82%
 $41.27 1,375,523
8 AKR Acadia Realty Trust Since 2026-05-10 004239109 Equity (Common)
1.76%
 $39.94 1,909,273
9 FRT Federal Realty Investment Trust Since 2026-05-10 313745101 Equity (Common)
1.93%
 $43.92 403,777
10 RHP Ryman Hospitality Properties Inc Since 2026-05-10 78377T107 Equity (Common)
1.30%
 $29.61 299,903
11 SHO Sunstone Hotel Investors Inc Since 2026-05-10 867892101 Equity (Common)
1.01%
 $22.98 2,475,806
12 DEI Douglas Emmett Inc Since 2026-05-10 25960P109 Equity (Common)
0.59%
 $13.39 1,353,881
13 ESS Essex Property Trust Inc Since 2026-05-10 297178105 Equity (Common)
1.58%
 $35.83 140,448
14 VICI VICI Properties Inc Since 2026-05-10 925652109 Equity (Common)
2.05%
 $46.55 1,540,813
15 SPG Simon Property Group Inc Since 2026-05-10 828806109 Equity (Common)
3.88%
 $88.09 432,126
16 NNN NNN REIT Inc Since 2026-05-10 637417106 Equity (Common)
1.67%
 $37.97 837,884
17 MAA Mid-America Apartment Communities Inc Since 2026-05-10 59522J103 Equity (Common)
1.74%
 $39.58 295,669
18 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
3.48%
 $78.98 445,716
19 EXR Extra Space Storage Inc Since 2026-05-10 30225T102 Equity (Common)
1.55%
 $35.25 233,405
20 REXR Rexford Industrial Realty Inc Since 2026-05-10 76169C100 Equity (Common)
1.37%
 $31.13 830,808
21 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
5.27%
 $119.62 122,778
22 DOC Healthpeak Properties Inc Since 2026-05-10 42250P103 Equity (Common)
0.52%
 $11.85 670,412
23 ELS Equity LifeStyle Properties Inc Since 2026-05-10 29472R108 Equity (Common)
2.37%
 $53.89 802,409
Frequently Asked Questions — MFS SERIES TRUST XIII
What type of mutual fund is MFS SERIES TRUST XIII?
MFS SERIES TRUST XIII is a SEC-registered Equity fund, with $2.3B 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 XIII holds 23 portfolio positions, all detailed in the holdings table on this page.
What are MFS SERIES TRUST XIII's assets under management (AUM)?
MFS SERIES TRUST XIII has $2.3B 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 XIII's top holdings?
According to MFS SERIES TRUST XIII's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Equity Residential, Highwoods Properties Inc, Essential Properties Realty Trust Inc , among others. The complete list of all 23 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 XIII's expense ratio?
Expense ratio data for MFS SERIES TRUST XIII 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 XIII's SEC filings?
MFS SERIES TRUST XIII 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 0000356349. You can access all of MFS SERIES TRUST XIII's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000356349). 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 XIII's holdings data on StockSifting?
Holdings data for MFS SERIES TRUST XIII 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.