# MFS Research Fund

MFS Research Fund is a registered fund series of MFS Series Trust V (series S000002438). Net assets $7.3B as of 2026-03-31.

## Profile

- Series ID: S000002438
- Registrant: MFS Series Trust V
- LEI: XFPOOG2XVG5TW1LZ8588
- Net assets: $7.3B
- Total assets: $7.3B
- As of: 2026-03-31

## Advisers

- [MASSACHUSETTS FINANCIAL SERVICES COMPANY (Advisor)](https://search.stillhousedata.com/firm/110045)

## Top holdings (102 reported)

_Showing 15 of 102 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $611.3M | 834.42% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $501.4M | 684.42% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $431.1M | 588.44% |
| [Alphabet, Inc.](https://search.stillhousedata.com/security/02079K305) | — | $338.3M | 461.73% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $329.6M | 449.85% |
| [Broadcom, Inc.](https://search.stillhousedata.com/security/11135F101) | — | $226.0M | 308.48% |
| [Meta Platforms, Inc.](https://search.stillhousedata.com/security/30303M102) | — | $207.6M | 283.33% |
| [Mastercard, Inc.](https://search.stillhousedata.com/security/57636Q104) | — | $184.6M | 252.01% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $182.2M | 248.66% |
| [Exxon Mobil Corp.](https://search.stillhousedata.com/security/30231G102) | — | $141.8M | 193.48% |
| [Lam Research Corp.](https://search.stillhousedata.com/security/512807306) | — | $109.6M | 149.55% |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $106.2M | 144.91% |
| [RTX Corp.](https://search.stillhousedata.com/security/75513E101) | — | $90.8M | 123.92% |
| Spotify Technology SA | — | $79.6M | 108.71% |
| [PNC Financial Services Group, Inc. (The)](https://search.stillhousedata.com/security/693475105) | — | $76.5M | 104.37% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $7.3B |
| 2025-12-31 | $8.0B |
| 2025-09-30 | $8.2B |
| 2025-06-30 | $8.0B |
| 2025-03-31 | $7.4B |
| 2024-12-31 | $8.0B |
| 2024-09-30 | $8.3B |
| 2024-06-30 | $8.0B |

## More

- [Registrant: MFS Series Trust V](https://search.stillhousedata.com/registrant/200489)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000002438.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.