# MFS Series Trust IX

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.

## Registrant

- CIK: 63075
- File number: 811-02464
- LEI: 549300IJONSVWD5I9F62
- Address: 111 Huntington Avenue, Boston, US-MA, 02199
- Phone: 617-954-5000
- Net assets: $20.6B
- Total assets: $20.9B
- Fund series: 5
- Latest report: 2026-04-30

## Fund series (5)

| Series | Net assets |
| --- | --- |
| [MFS Total Return Bond Fund](https://search.stillhousedata.com/fund/S000002497) | $8.3B |
| [MFS Corporate Bond Fund](https://search.stillhousedata.com/fund/S000002492) | $4.4B |
| [MFS Limited Maturity Fund](https://search.stillhousedata.com/fund/S000002495) | $3.3B |
| [MFS Municipal Limited Maturity Fund](https://search.stillhousedata.com/fund/S000002496) | $3.1B |
| [MFS Inflation-Adjusted Bond Fund](https://search.stillhousedata.com/fund/S000002493) | $1.5B |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [United States of America](https://search.stillhousedata.com/security/91282CKP5) | $344.0M |
| [United States of America](https://search.stillhousedata.com/security/91282CJF9) | $288.8M |
| [MFS Institutional Money Market Portfolio](https://search.stillhousedata.com/security/55291X109) | $94.4M |
| [United States of America](https://search.stillhousedata.com/security/91282CPL9) | $66.0M |
| [United States of America](https://search.stillhousedata.com/security/91282CHQ7) | $50.2M |
| [Bank of America Corp.](https://search.stillhousedata.com/security/06051GJS9) | $22.6M |
| [Dryden 75 CLO Ltd.](https://search.stillhousedata.com/security/26252JBE7) | $19.2M |
| [Morgan Stanley](https://search.stillhousedata.com/security/61747YEC5) | $18.7M |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46647PEA0) | $18.1M |
| [TCW CLO Ltd.](https://search.stillhousedata.com/security/87190CBL3) | $17.9M |
| [SMBC Aviation Capital Finance DAC](https://search.stillhousedata.com/security/78448TAL6) | $17.8M |
| [Bacardi Ltd.](https://search.stillhousedata.com/security/05635JAA8) | $17.4M |
| [PNC Financial Services Group, Inc. (The)](https://search.stillhousedata.com/security/693475BK0) | $17.1M |
| [Truist Financial Corp.](https://search.stillhousedata.com/security/89788MAR3) | $16.9M |
| [AutoNation, Inc.](https://search.stillhousedata.com/security/05329WAU6) | $16.8M |

## More

- [CIK 63075 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=63075&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/63075.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.