MFS SERIES TRUST XV
About this Fund
MFS SERIES TRUST XV is a reputable mutual fund company that has been a cornerstone in the asset management industry, providing a wide range of investment solutions to meet the diverse needs of its clients. With a strong focus on wealth management, the company offers an array of mutual funds that cater to various investor preferences, including equity, debt, hybrid, and money market funds. By leveraging its expertise in portfolio management, MFS SERIES TRUST XV enables investors to create a tailored investment portfolio that aligns with their financial goals and risk tolerance. The company's investment approach is centered on a rigorous research process, combining both qualitative and quantitative analysis to identify opportunities that can generate long-term growth and income. For investors seeking a disciplined and consistent investment strategy, MFS SERIES TRUST XV provides a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, regardless of the market's performance. This approach helps reduce timing risks and promotes a culture of long-term investing. With a commitment to transparency and accountability, MFS SERIES TRUST XV has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets. The company's experienced team of investment professionals works closely with clients to understand their unique needs and objectives, providing personalized wealth management solutions that address their specific requirements. By combining a deep understanding of the markets with a client-centric approach, MFS SERIES TRUST XV has built a reputation for delivering exceptional investment results and fostering lasting relationships with its investors. As a result, investors trust MFS SERIES TRUST XV to manage their assets, relying on the company's expertise and guidance to help them achieve their financial aspirations. Through its comprehensive range of mutual funds and investment solutions, MFS SERIES TRUST XV continues to empower investors to take control of their financial futures, providing them with the tools and resources necessary to succeed in an ever-evolving investment landscape. With a proven track record of performance and a dedication to excellence, MFS SERIES TRUST XV remains a leading choice for investors seeking a reliable and experienced mutual fund company to manage their investment portfolios.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AMH AMERICAN HOMES 4 RENT Since 2026-05-10 | 02666TAK3 | Debt |
0.25%
|
$2.42 | 2,385,000 |
| 2 | ARW ARROW ELECTRONICS INC Since 2026-05-10 | 04273WAC5 | Debt |
0.14%
|
$1.33 | 1,491,000 |
| 3 | ARW ARROW ELECTRONICS INC Since 2026-05-10 | 04273WAF8 | Debt |
0.33%
|
$3.14 | 3,068,000 |
| 4 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 04316JAK5 | Debt |
0.18%
|
$1.76 | 1,739,000 |
| 5 | AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 | 04316JAL3 | Debt |
0.19%
|
$1.78 | 1,739,000 |
| 6 | AN AUTONATION INC Since 2026-05-10 | 05329RAA1 | Debt |
0.22%
|
$2.13 | 2,258,000 |
| 7 | AN AUTONATION INC Since 2026-05-10 | 05329WAU6 | Debt |
0.41%
|
$3.99 | 3,977,000 |
| 8 | BIIB BIOGEN INC Since 2026-05-10 | 09062XAN3 | Debt |
0.22%
|
$2.08 | 2,017,000 |
| 9 | AVGO BROADCOM INC Since 2026-05-10 | 11135FBA8 | Debt |
0.27%
|
$2.58 | 2,533,000 |
| 10 | AVGO BROADCOM INC Since 2026-05-10 | 11135FBX8 | Debt |
0.09%
|
$0.88 | 857,000 |
| 11 | AVGO BROADCOM INC Since 2026-05-10 | 11135FBZ3 | Debt |
0.08%
|
$0.73 | 718,000 |
| 12 | AVGO BROADCOM INC Since 2026-05-10 | 11135FCB5 | Debt |
0.23%
|
$2.23 | 2,214,000 |
| 13 | AVGO BROADCOM INC Since 2026-05-10 | 11135FCZ2 | Debt |
0.07%
|
$0.63 | 632,000 |
| 14 | BRO BROWN & BROWN INC Since 2026-05-10 | 115236AJ0 | Debt |
0.11%
|
$1.04 | 1,027,000 |
| 15 | CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 | 174610BF1 | Debt |
0.24%
|
$2.30 | 2,201,000 |
| 16 | STZ CONSTELLATION BRANDS INC Since 2026-05-10 | 21036PBS6 | Debt |
0.16%
|
$1.54 | 1,510,000 |
| 17 | CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 | 21871XAD1 | Debt |
0.25%
|
$2.41 | 2,425,000 |
| 18 | FANG DIAMONDBACK ENERGY INC Since 2026-05-10 | 25278XAX7 | Debt |
0.10%
|
$0.95 | 934,000 |
| 19 | FANG DIAMONDBACK ENERGY INC Since 2026-05-10 | 25278XAY5 | Debt |
0.10%
|
$0.96 | 934,000 |
| 20 | EBAY EBAY INC Since 2026-05-10 | 278642BD4 | Debt |
0.18%
|
$1.76 | 1,752,000 |
| 21 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NCA1 | Debt |
0.28%
|
$2.65 | 2,609,000 |
| 22 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NCJ2 | Debt |
0.11%
|
$1.10 | 1,076,000 |
| 23 | ES EVERSOURCE ENERGY Since 2026-05-10 | 30040WBB3 | Debt |
0.33%
|
$3.16 | 3,161,000 |
| 24 | GXO GXO LOGISTICS INC Since 2026-05-10 | 36262GAF8 | Debt |
0.14%
|
$1.30 | 1,230,000 |
| 25 | GIL GILDAN ACTIVEWEAR INC Since 2026-05-10 | 375916AF0 | Debt |
0.15%
|
$1.42 | 1,426,000 |
| 26 | GPN GLOBAL PAYMENTS INC Since 2026-05-10 | 37940XAE2 | Debt |
0.24%
|
$2.28 | 2,281,000 |
| 27 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280EQ8 | Debt |
0.32%
|
$3.08 | 3,032,000 |
| 28 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PBW5 | Debt |
0.29%
|
$2.76 | 2,761,000 |
| 29 | LVS LAS VEGAS SANDS CORP Since 2026-05-10 | 517834AJ6 | Debt |
0.12%
|
$1.10 | 1,085,000 |
| 30 | LVS LAS VEGAS SANDS CORP Since 2026-05-10 | 517834AM9 | Debt |
0.17%
|
$1.63 | 1,592,000 |
| 31 | MTB M&T BANK CORPORATION Since 2026-05-10 | 55261FAS3 | Debt |
0.08%
|
$0.77 | 706,000 |
| 32 | MTB M&T BANK CORPORATION Since 2026-05-10 | 55261FAU8 | Debt |
0.14%
|
$1.34 | 1,321,000 |
| 33 | MAR MARRIOTT INTERNATIONAL Since 2026-05-10 | 571903BL6 | Debt |
0.37%
|
$3.54 | 3,462,000 |
| 34 | PAYX PAYCHEX INC Since 2026-05-10 | 704326AA5 | Debt |
0.33%
|
$3.21 | 3,124,000 |
| 35 | SYF SYNCHRONY FINANCIAL Since 2026-05-10 | 87165BAX1 | Debt |
0.12%
|
$1.15 | 1,140,000 |
| 36 | TPR TAPESTRY INC Since 2026-05-10 | 876030AK3 | Debt |
0.21%
|
$1.99 | 1,939,000 |
| 37 | UBS UBS GROUP AG Since 2026-05-10 | 902613AS7 | Debt |
0.17%
|
$1.64 | 1,637,000 |
| 38 | UBS UBS GROUP AG Since 2026-05-10 | 902613BF4 | Debt |
0.05%
|
$0.47 | 428,000 |
| 39 | UBS UBS GROUP AG Since 2026-05-10 | 902613BR8 | Debt |
0.25%
|
$2.42 | 2,393,000 |
| 40 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 95000U2V4 | Debt |
0.40%
|
$3.85 | 3,868,000 |