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Holdings (Monthly) Guide ↗

MFS Low Volatility Equity Fund

· Mfs Series Trust I
Monthly Holdings $312M AUM 8 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 16 New 8 Added 82 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Apple Inc 037833100 Feb 2026 28,836 +13,448 $9.0M +121.4% 2.89% EC
2 NXP Semiconductors NV 000000000 Feb 2026 22,657 +16,926 $7.3M +238.0% 2.34% EC
3 Atmos Energy Corp 049560105 Feb 2026 30,926 +18,758 $5.2M +130.1% 1.68% EC
4 Autodesk Inc 052769106 Feb 2026 20,780 +4,313 $4.8M +18.7% 1.54% EC
5 Monster Beverage Corp 61174X109 Feb 2026 43,810 +11,500 $3.9M +40.0% 1.24% EC
6 Kimberly-Clark Corp 494368103 Feb 2026 20,728 +8,896 $2.0M +53.4% 0.65% EC
7 American International Group Inc 026874784 Feb 2026 25,999 +9,718 $1.9M +47.3% 0.62% EC
8 Rithm Capital Corp 64828T201 Feb 2026 196,674 +62,729 $1.8M +36.2% 0.59% EC