MFS Series Trust X has filed its monthly portfolio investments report for the period ending August 31, 2026. This filing is significant as it underscores the company's commitment to transparency and regulatory compliance in the investment sector.
MFS Series Trust X operates under the investment entity type and is known for its diverse range of mutual funds. The company is based in Boston, Massachusetts, and has been active in the investment industry for several years. Recent filings include multiple NPORT-P forms submitted on October 26, 2026, indicating ongoing reporting activities.
The recent filing, accession number 0001410368-26-108162, includes details about the portfolio investments held by the trust as of the end of August. However, specific information regarding the investments and their performance was not disclosed in the filing.
This update may affect investors and analysts who track the investment strategies of MFS Series Trust X and its competitors. The filing reflects the company's adherence to regulatory requirements and its approach to managing investor assets.
Details were not available in the SEC filing regarding future actions or upcoming reports, leaving stakeholders to await further updates from the company.
Portfolio Composition and Fund Classes
The filing provides information about the various series and classes of funds managed by MFS Series Trust X. Notably, the trust includes the MFS Aggressive Growth Allocation Fund, which offers multiple classes such as A (MAAGX), R4 (MAALX), B (MBAGX), C (MCAGX), I (MIAGX), and several others, each catering to different investor needs.
Contact and Business Information
MFS Series Trust X is headquartered at 111 Huntington Avenue, 21st Floor, Boston, MA 02199. The company can be reached via phone at 18006372929. This consistent address indicates a stable operational base for the trust, which may provide reassurance to investors regarding its reliability.
Regulatory Compliance and Filing Details
The filing was accepted by the SEC on October 26, 2026, and comprises four documents, highlighting the trust's commitment to regulatory compliance. The filing date aligns with the end of the reporting period, ensuring that stakeholders receive timely updates on portfolio investments.
Details regarding specific investment holdings and their performance metrics were not included in this filing, leaving investors without insights into the trust's current financial positioning.