MFS Series Trust IX (CIK 63075) is an SEC-registered fund company with 5 reporting fund series and $20.6B in net assets as of 2026-04-30.
| Series | Net assets |
|---|---|
| MFS Total Return Bond Fund | $8.3B |
| MFS Corporate Bond Fund | $4.4B |
| MFS Limited Maturity Fund | $3.3B |
| MFS Municipal Limited Maturity Fund | $3.1B |
| MFS Inflation-Adjusted Bond Fund | $1.5B |
| Holding | Value |
|---|---|
| United States of America | $344.0M |
| United States of America | $288.8M |
| MFS Institutional Money Market Portfolio | $94.4M |
| United States of America | $66.0M |
| United States of America | $50.2M |
| Bank of America Corp. | $22.6M |
| Dryden 75 CLO Ltd. | $19.2M |
| Morgan Stanley | $18.7M |
| JPMorgan Chase & Co. | $18.1M |
| TCW CLO Ltd. | $17.9M |
| SMBC Aviation Capital Finance DAC | $17.8M |
| Bacardi Ltd. | $17.4M |
| PNC Financial Services Group, Inc. (The) | $17.1M |
| Truist Financial Corp. | $16.9M |
| AutoNation, Inc. | $16.8M |