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MFS SERIES TRUST XVII

CIK: 0000867969 Equity
Report date: 2026-02-25
AUM $31.0B
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-25

About this Fund

MFS SERIES TRUST XVII is a renowned mutual fund company that has been a stalwart in the asset management industry, providing a wide range of investment solutions to meet the diverse needs of its clients. With a rich history of delivering exceptional wealth management services, the company has established itself as a trusted partner for investors seeking to grow their portfolios through strategic investment in mutual funds. MFS SERIES TRUST XVII offers an extensive array of funds, including equity, debt, hybrid, and specialty funds, each carefully crafted to cater to the unique objectives and risk tolerance of its investors. Whether it's a long-term growth strategy or a more conservative approach, the company's investment portfolio is designed to provide investors with the flexibility and diversification they need to achieve their financial goals. The company's investor-centric approach is built on a deep understanding of the complexities of the investment landscape, and its team of experienced professionals works tirelessly to identify opportunities that can help investors navigate the ever-changing market dynamics. By leveraging its expertise in asset management, MFS SERIES TRUST XVII helps its clients create a tailored investment portfolio that aligns with their individual needs and objectives, whether it's through a systematic investment plan (SIP) or a more customized approach. The company's commitment to transparency, accountability, and exceptional customer service has earned it the trust of its investors, who appreciate the personalized attention and guidance they receive throughout their investment journey. MFS SERIES TRUST XVII's key strengths lie in its ability to balance risk and returns, its rigorous research and analysis, and its unwavering dedication to delivering long-term value to its investors. The company's investment team employs a disciplined approach to portfolio management, combining thorough research and due diligence with a deep understanding of the markets and the economy. This enables them to make informed investment decisions that are aligned with the company's overall investment philosophy and designed to help investors achieve their financial objectives. As a result, MFS SERIES TRUST XVII has become a preferred choice for investors seeking a reliable and experienced mutual fund company that can help them navigate the complexities of the investment world and achieve their long-term financial goals. With its strong reputation, extensive range of investment products, and unwavering commitment to its investors, MFS SERIES TRUST XVII is well-positioned to continue delivering exceptional wealth management services to its clients and helping them build a brighter financial future.

Holdings

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

7 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 PUK Prudential plc Since 2026-05-10 N/A Equity (Common)
0.82%
 $255.49 16,560,779
2 NVS Novartis AG Since 2026-05-10 N/A Equity (Common)
2.22%
 $689.63 4,992,297
3 TTE TotalEnergies SE Since 2026-05-10 N/A Equity (Common)
1.34%
 $416.77 6,394,326
4 NVO Novo Nordisk A/S Since 2026-05-10 N/A Equity (Common)
0.81%
 $252.05 4,944,875
5 UBS UBS Group AG Since 2026-05-10 N/A Equity (Common)
1.74%
 $539.30 11,666,257
6 LIN Linde plc Since 2026-05-10 N/A Equity (Common)
0.26%
 $80.71 189,285
7 CHKP Check Point Software Technologies Ltd. Since 2026-05-10 N/A Equity (Common)
1.42%
 $438.95 2,365,553
Frequently Asked Questions — MFS SERIES TRUST XVII
What type of mutual fund is MFS SERIES TRUST XVII?
MFS SERIES TRUST XVII is a SEC-registered Equity fund, with $31.0B 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 XVII holds 7 portfolio positions, all detailed in the holdings table on this page.
What are MFS SERIES TRUST XVII's assets under management (AUM)?
MFS SERIES TRUST XVII has $31.0B 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 XVII's top holdings?
According to MFS SERIES TRUST XVII's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Prudential plc, Novartis AG, TotalEnergies SE , among others. The complete list of all 7 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 XVII's expense ratio?
Expense ratio data for MFS SERIES TRUST XVII 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 XVII's SEC filings?
MFS SERIES TRUST XVII 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 0000867969. You can access all of MFS SERIES TRUST XVII's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000867969). 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 XVII's holdings data on StockSifting?
Holdings data for MFS SERIES TRUST XVII 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.