MFS Series Trust IV has submitted its latest monthly portfolio investment report, known as Form NPORT-P, detailing its financial activities as of August 31, 2026. This filing is crucial for investors and stakeholders as it provides insights into the fund's investment strategies and performance.

Background

MFS Series Trust IV, classified as an investment entity, is known for managing various mutual funds. The company has been active in filing reports with the SEC, including its recent submissions on October 26, 2026, which includes multiple NPORT-P filings. The firm is headquartered in Boston, Massachusetts, and operates under the Central Index Key (CIK) number 0000063068.

What the Filing Says

The most recent filing, dated October 26, 2026, reflects the portfolio investments of MFS Series Trust IV as of August 31, 2026. However, specific details regarding the investments or changes in the portfolio were not disclosed in the filing.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. The filing emphasizes the need for transparency and regular reporting, which is essential for maintaining investor trust and confidence.

What's Next

The filing does not say what happens next.

Series and Classes Information

The filing includes details about the various series and classes managed by MFS Series Trust IV. Notably, the MFS Blended Research Emerging Markets Equity Fund is highlighted, which is classified under Series S000050655. This series has multiple classes, including Class A (BRKAX), Class B (BRKBX), Class C (BRKCX), Class I (BRKIX), and several others, each designated with unique ticker symbols.

Company Information

MFS Series Trust IV is incorporated in Massachusetts and has a fiscal year-end on October 31. The company operates under the Central Index Key (CIK) number 0000063068 and has an Employer Identification Number (EIN) of 046382595. The business and mailing address for the company is 111 Huntington Avenue, 21st Floor, Boston, MA 02199.

Document Details

The filing contains one document, which is the primary report in XML format. The document is accessible through the SEC's EDGAR database, providing transparency for investors and regulatory compliance.

This filing does not provide specific details about the investment positions within the portfolio or any changes made during the reporting period.