All ETFs

LFERX

ETF

LFERX · UNKNOWN · 21 holdings

$18.54

▲ $0.33 (1.81%)

Day Range

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52-Week Range

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Volume

—

Open —

50D / 200D Avg

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50D / 200D Avg

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About LFERX

No description available for this ETF.

Fund Details

Expense Ratio: —
Inception Date: —
Prev. Close: $18.21
Exchange: UNKNOWN
Currency: USD
Holdings As Of: Apr 10, 2026
Tracked Holdings: 0.0%
HHI Score: 1095.39

Performance

Low (11.6%) ↗ Accelerating

▲ 2.31%

▲ 0.76%

▲ 1.81%

▼ -3.23%

YTD

▲ 2.20%

▲ 13.72%

▲ 19.65%

1W return (+2.31%) exceeds 1M (+0.76%) — momentum is building

Price History

Concentration Risk

74.67% Highly Concentrated

Diversified Concentrated

The top 10 holdings represent 74.67% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top 10 Holdings

74.67% of fund

MFS Blended Research MFS Blended Research Core Equity Fund

27.48%

MFS Government Secur MFS Government Securities Fund

8.14%

MFS Research Bond Fu MFS Research Bond Fund

7.52%

MFS Inflation Adjust MFS Inflation Adjusted Bond Fund

6.48%

MFS Emerging Markets MFS Emerging Markets Debt Fund

4.85%

MFS Global Opportuni MFS Global Opportunistic Bond Fund

4.56%

MFS Value Fund MFS Value Fund

4.12%

MFS Growth Fund MFS Growth Fund

3.87%

MFS High Income Fund MFS High Income Fund

3.82%

MFS Research Fund MFS Research Fund

3.81%

Other positions

0.23%

All Holdings (21)

Top 10: 74.67% of fund

#	Ticker	Name	Weight	Shares	Market Value
1	MFS Blended Research	MFS Blended Research Core Equity Fund	27.48%	10.26 M	166.15 M
2	MFS Government Secur	MFS Government Securities Fund	8.14%	5.69 M	49.25 M
3	MFS Research Bond Fu	MFS Research Bond Fund	7.52%	4.78 M	45.46 M
4	MFS Inflation Adjust	MFS Inflation Adjusted Bond Fund	6.48%	4.25 M	39.19 M
5	MFS Emerging Markets	MFS Emerging Markets Debt Fund	4.85%	3.58 M	29.34 M
6	MFS Global Opportuni	MFS Global Opportunistic Bond Fund	4.56%	3.38 M	27.58 M
7	MFS Value Fund	MFS Value Fund	4.12%	512,078	24.93 M
8	MFS Growth Fund	MFS Growth Fund	3.87%	124,538	23.41 M
9	MFS High Income Fund	MFS High Income Fund	3.82%	7.58 M	23.12 M
10	MFS Research Fund	MFS Research Fund	3.81%	425,923	23.06 M
11	MFS Mid Cap Growth F	MFS Mid Cap Growth Fund	3.77%	753,879	22.81 M
12	MFS Mid Cap Value Fu	MFS Mid Cap Value Fund	3.64%	739,053	21.99 M
13	MFS Global Real Esta	MFS Global Real Estate Fund	3.20%	1.21 M	19.37 M
14	MFS Research Interna	MFS Research International Fund	3.19%	801,870	19.30 M
15	MFS Commodity Strate	MFS Commodity Strategy Fund	3.00%	4.94 M	18.11 M
16	MFS Institutional Mo	MFS Institutional Money Market Portfolio	2.20%	13.30 M	13.30 M
17	MFS International In	MFS International Intrinsic Value Fund	1.68%	254,505	10.15 M
18	MFS International Gr	MFS International Growth Fund	1.68%	226,072	10.13 M
19	MFS International Ne	MFS International New Discovery Fund	1.14%	215,879	6.88 M
20	MFS New Discovery Fu	MFS New Discovery Fund	0.81%	170,254	4.93 M
21	MFS New Discovery Va	MFS New Discovery Value Fund	0.79%	290,245	4.76 M

Showing top 10 of 21 holdings · Listed: 99.77% · 0.23% in other positions