LFISX Mutual Fund

LFISX Mutual Fund

NAV$24.92
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Showing the top 10 of 24 holdings · as of Jan 31, 2026
Top 10 weight
62.42%
LFISX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1—Sold MXN Bought USD 20260617
11.45%		11.4%2,802,377$51.96M
2—Mfs Blended Research Mid Cap Equity Fund
9.88%		21.3%2,925,647$44.85M
3—Mfs Blended Research Value Equity Fund
5.55%		26.9%1,525,015$25.19M
4—Mfs Value Fund
5.49%		32.4%483,235$24.92M
5DebtWilliams Cos Inc/The
5.22%		37.6%5,982,218$23.69M
6DebtBank Of America Corp Bac
5.04%		42.6%828,540$22.86M
7—Mfs Mid Cap Value Fund
5.00%		47.6%698,667$22.67M
8—31750Rih2 Pimco Fxvan Call Usd Hkd 7.80000000
5.00%		52.6%115,143$22.67M
9—Cds Petroleos Mexicanos
4.99%		57.6%1,372,403$22.63M
10—Mfs Mid Cap Growth Fund
4.80%		62.4%770,802$21.78M
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LFISX Mutual Fund Top Holdings

LFISX holdings top 10 positions. The top 10 holdings account for 62.4% of the fund, led by Sold MXN Bought USD 20260617 at 11.4%, Mfs Blended Research Mid Cap Equity Fund at 9.9%, Mfs Blended Research Value Equity Fund at 5.5%.

LFISX portfolio concentration is relatively high, with the top 10 representing 62.4% of total assets.

LFISX sectors provide a detailed breakdown. LFISX overlap shows how holdings compare to other funds in your portfolio.