Full & Historical Holdings

Blended Research® Mid Cap Equity Fund


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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 08-31-25)
Shares or Par Amount Value Percent of Net Assets Value Percent of Net Assets Market Cap ($mm) GICS Sectors

The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.

Country
77104910 RBLX US ROBLOX Corp 304,860 $37,982,507.40 1.98% $37,982,507.40 1.98% 86,360.93 Communication Services United States
03076C10 AMP US Ameriprise Financial Inc 68,187 $35,103,349.47 1.83% $35,103,349.47 1.83% 48,602.70 Financials United States
G8711010 FTI US TechnipFMC PLC 906,410 $33,319,631.60 1.74% $33,319,631.60 1.74% 15,108.97 Energy United States
73317470 BPOP US Popular Inc 262,683 $33,003,492.12 1.72% $33,003,492.12 1.72% 8,535.60 Financials United States
67103H10 ORLY US O'Reilly Automotive Inc 298,997 $31,000,008.96 1.62% $31,000,008.96 1.62% 88,186.16 Consumer Discretionary United States
71854610 PSX US Phillips 66 230,137 $30,741,700.46 1.60% $30,741,700.46 1.60% 53,982.92 Energy United States
G3265R10 APTV US Aptiv PLC 380,463 $30,258,222.39 1.58% $30,258,222.39 1.58% 17,318.45 Consumer Discretionary United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 155,084 $30,008,754.00 1.56% $30,008,754.00 1.56% 33,079.44 Industrials United States
92247510 VEEV US Veeva Systems Inc 111,447 $30,001,532.40 1.56% $30,001,532.40 1.56% 43,990.59 Health Care United States
52532710 LDOS US Leidos Holdings Inc 165,113 $29,872,243.96 1.56% $29,872,243.96 1.56% 23,211.55 Industrials United States
87165B10 SYF US Synchrony Financial 383,789 $29,298,452.26 1.53% $29,298,452.26 1.53% 28,402.87 Financials United States
66585910 NTRS US Northern Trust Corp 222,836 $29,253,910.08 1.52% $29,253,910.08 1.52% 25,105.11 Financials United States
03209510 APH US Amphenol Corp 264,465 $28,789,659.90 1.50% $28,789,659.90 1.50% 132,909.47 Information Technology United States
28102010 EIX US Edison International 499,544 $28,039,404.72 1.46% $28,039,404.72 1.46% 21,600.73 Utilities United States
44485910 HUM US Humana Inc 92,337 $28,039,053.42 1.46% $28,039,053.42 1.46% 36,521.74 Health Care United States
48020Q10 JLL US Jones Lang LaSalle Inc 89,363 $27,306,651.91 1.42% $27,306,651.91 1.42% 14,478.28 Real Estate United States
G93A5A10 VIK US Viking Holdings Ltd 422,994 $26,910,878.28 1.40% $26,910,878.28 1.40% 28,192.76 Consumer Discretionary United States
12008R10 BLDR US Builders FirstSource Inc 190,747 $26,452,793.96 1.38% $26,452,793.96 1.38% 15,330.65 Industrials United States
92345Y10 VRSK US Verisk Analytics Inc 97,751 $26,208,998.12 1.37% $26,208,998.12 1.37% 37,460.38 Industrials United States
21871X10 CRBG US Corebridge Financial Inc 752,045 $26,148,604.65 1.36% $26,148,604.65 1.36% 18,886.61 Financials United States
69331C10 PCG US PG&E Corp 1,689,514 $25,815,773.92 1.34% $25,815,773.92 1.34% 33,582.96 Utilities United States
N2094410 CNH US CNH Industrial NV 2,227,174 $25,501,142.30 1.33% $25,501,142.30 1.33% 14,321.89 Industrials United States
03852U10 ARMK US Aramark 650,421 $25,437,965.31 1.33% $25,437,965.31 1.33% 10,280.10 Consumer Discretionary United States
62937750 NRG US NRG Energy Inc 174,038 $25,332,971.28 1.32% $25,332,971.28 1.32% 28,330.34 Utilities United States
60819010 MHK US Mohawk Industries Inc 189,883 $25,195,575.27 1.31% $25,195,575.27 1.31% 8,253.32 Consumer Discretionary United States
74968510 RPM US RPM International Inc 198,931 $24,928,043.61 1.30% $24,928,043.61 1.30% 16,076.32 Materials United States
88224Q10 TCBI US Texas Capital Bancshares Inc 286,430 $24,796,245.10 1.29% $24,796,245.10 1.29% 3,961.02 Financials United States
91913Y10 VLO US Valero Energy Corp 161,438 $24,540,190.38 1.28% $24,540,190.38 1.28% 47,222.51 Energy United States
57459910 MAS US Masco Corp 330,885 $24,283,650.15 1.27% $24,283,650.15 1.27% 15,365.22 Industrials United States
91820410 VFC US VF Corp 1,594,156 $24,119,580.28 1.26% $24,119,580.28 1.26% 5,910.03 Consumer Discretionary United States
43128410 HIW US Highwoods Properties Inc REIT 749,696 $23,637,914.88 1.23% $23,637,914.88 1.23% 3,407.54 Real Estate United States
L8681T10 SPOT US Spotify Technology SA 34,542 $23,553,498.96 1.23% $23,553,498.96 1.23% 140,315.90 Communication Services Sweden
29452E10 EQH US Equitable Holdings Inc 422,293 $22,491,325.18 1.17% $22,491,325.18 1.17% 16,072.16 Financials United States
41651510 HIG US Hartford Insurance Group Inc 164,561 $21,773,065.91 1.13% $21,773,065.91 1.13% 37,347.81 Financials United States
G3223R10 EG US Everest Group Ltd 63,405 $21,676,901.40 1.13% $21,676,901.40 1.13% 14,339.57 Financials United States
58155Q10 MCK US McKesson Corp 31,485 $21,618,860.40 1.13% $21,618,860.40 1.13% 85,830.00 Health Care United States
67929510 OKTA US Okta Inc 217,782 $20,203,636.14 1.05% $20,203,636.14 1.05% 16,352.01 Information Technology United States
45337C10 INCY US Incyte Corp 237,804 $20,120,596.44 1.05% $20,120,596.44 1.05% 16,522.31 Health Care United States
23804L10 DDOG US Datadog Inc 145,936 $19,946,532.48 1.04% $19,946,532.48 1.04% 47,647.88 Information Technology United States
46266C10 IQV US IQVIA Holdings Inc 103,428 $19,735,096.68 1.03% $19,735,096.68 1.03% 32,437.70 Health Care United States
91390310 UHS US Universal Health Services Inc 104,153 $18,912,101.74 0.99% $18,912,101.74 0.99% 11,555.57 Health Care United States
37033410 GIS US General Mills Inc 375,310 $18,514,042.30 0.96% $18,514,042.30 0.96% 26,756.59 Consumer Staples United States
88320310 TXT US Textron Inc 230,593 $18,484,334.88 0.96% $18,484,334.88 0.96% 14,284.94 Industrials United States
05368V10 AVNT US Avient Corp 490,948 $18,361,455.20 0.96% $18,361,455.20 0.96% 3,423.63 Materials United States
27743210 EMN US Eastman Chemical Co 260,342 $18,312,456.28 0.95% $18,312,456.28 0.95% 8,077.31 Materials United States
91004710 UAL US United Airlines Holdings Inc 173,763 $18,245,115.00 0.95% $18,245,115.00 0.95% 33,999.21 Industrials United States
45718710 INGR US Ingredion Inc 138,630 $17,958,130.20 0.94% $17,958,130.20 0.94% 8,329.42 Consumer Staples United States
23156110 CW US Curtiss-Wright Corp 37,214 $17,793,874.10 0.93% $17,793,874.10 0.93% 18,015.79 Industrials United States
92936U10 WPC US WP Carey Inc REIT 260,262 $17,463,580.20 0.91% $17,463,580.20 0.91% 14,694.32 Real Estate United States
68191910 OMC US Omnicom Group Inc 221,735 $17,368,502.55 0.90% $17,368,502.55 0.90% 15,174.32 Communication Services United States
38023710 GDDY US GoDaddy Inc 117,017 $17,354,791.27 0.90% $17,354,791.27 0.90% 20,594.77 Information Technology United States
40171V10 GWRE US Guidewire Software Inc 79,565 $17,267,196.30 0.90% $17,267,196.30 0.90% 18,272.05 Information Technology United States
51281610 LAMR US Lamar Advertising Co REIT 131,876 $16,781,221.00 0.87% $16,781,221.00 0.87% 12,880.12 Real Estate United States
85450210 SWK US Stanley Black & Decker Inc 218,079 $16,201,088.91 0.84% $16,201,088.91 0.84% 11,499.52 Industrials United States
89628810 TNET US TriNet Group Inc 219,442 $15,891,989.64 0.83% $15,891,989.64 0.83% 3,518.88 Industrials United States
30161Q10 EXEL US Exelixis Inc 424,299 $15,877,268.58 0.83% $15,877,268.58 0.83% 10,108.34 Health Care United States
75473010 RJF US Raymond James Financial Inc 90,625 $15,355,500.00 0.80% $15,355,500.00 0.80% 33,885.46 Financials United States
29415F10 NVST US Envista Holdings Corp 703,949 $14,909,639.82 0.78% $14,909,639.82 0.78% 3,532.82 Health Care United States
91200810 USFD US US Foods Holding Corp 192,048 $14,902,924.80 0.78% $14,902,924.80 0.78% 17,731.60 Consumer Staples United States
65122910 NWL US Newell Brands Inc 2,502,075 $14,812,284.00 0.77% $14,812,284.00 0.77% 2,481.07 Consumer Discretionary United States
55261F10 MTB US M&T Bank Corp 73,031 $14,727,431.46 0.77% $14,727,431.46 0.77% 31,564.43 Financials United States
22279550 CUZ US Cousins Properties Inc REIT 489,152 $14,425,092.48 0.75% $14,425,092.48 0.75% 4,953.38 Real Estate United States
04956010 ATO US Atmos Energy Corp 86,307 $14,338,181.91 0.75% $14,338,181.91 0.75% 26,667.78 Utilities United States
63618010 NFG US National Fuel Gas Co 163,823 $14,210,007.02 0.74% $14,210,007.02 0.74% 7,838.14 Utilities United States
83087910 SKYW US SkyWest Inc 114,124 $13,854,653.60 0.72% $13,854,653.60 0.72% 4,901.92 Industrials United States
46817M10 JXN US Jackson Financial Inc 139,516 $13,784,180.80 0.72% $13,784,180.80 0.72% 6,911.85 Financials United States
12504L10 CBRE US CBRE Group Inc 80,423 $13,038,176.76 0.68% $13,038,176.76 0.68% 48,239.51 Real Estate United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 405,924 $12,713,539.68 0.66% $12,713,539.68 0.66% 6,205.73 Real Estate United States
30212P30 EXPE US Expedia Group Inc 58,827 $12,636,039.60 0.66% $12,636,039.60 0.66% 26,740.88 Consumer Discretionary United States
98980L10 ZM US Zoom Communications Inc 152,506 $12,417,038.52 0.65% $12,417,038.52 0.65% 24,435.77 Information Technology United States
26210C10 DBX US Dropbox Inc 422,796 $12,286,451.76 0.64% $12,286,451.76 0.64% 7,770.64 Information Technology United States
14174T10 CTRE US CareTrust REIT Inc REIT 335,918 $11,558,938.38 0.60% $11,558,938.38 0.60% 7,683.76 Real Estate United States
46982L10 J US Jacobs Solutions Inc 76,240 $11,148,575.20 0.58% $11,148,575.20 0.58% 17,504.46 Industrials United States
29717810 ESS US Essex Property Trust Inc REIT 40,232 $10,871,088.72 0.57% $10,871,088.72 0.57% 17,402.61 Real Estate United States
03110010 AME US AMETEK Inc 56,065 $10,360,812.00 0.54% $10,360,812.00 0.54% 42,680.30 Industrials United States
87603010 TPR US Tapestry Inc 101,583 $10,343,181.06 0.54% $10,343,181.06 0.54% 21,191.15 Consumer Discretionary United States
90268110 UGI US UGI Corp 283,241 $9,811,468.24 0.51% $9,811,468.24 0.51% 7,444.97 Utilities United States
25667710 DG US Dollar General Corp 88,720 $9,649,187.20 0.50% $9,649,187.20 0.50% 23,938.84 Consumer Staples United States
68622V10 OGN US Organon & Co 999,291 $9,413,321.22 0.49% $9,413,321.22 0.49% 2,448.88 Health Care United States
78442P10 SLM US SLM Corp 295,308 $9,237,234.24 0.48% $9,237,234.24 0.48% 6,521.30 Financials United States
88268110 TXRH US Texas Roadhouse Inc 51,963 $8,966,215.65 0.47% $8,966,215.65 0.47% 11,466.12 Consumer Discretionary United States
09062X10 BIIB US Biogen Inc 67,346 $8,904,488.12 0.46% $8,904,488.12 0.46% 19,385.38 Health Care United States
60983910 MPWR US Monolithic Power Systems Inc 10,199 $8,523,916.24 0.44% $8,523,916.24 0.44% 40,026.22 Information Technology United States
03165210 AMKR US Amkor Technology Inc 352,182 $8,519,282.58 0.44% $8,519,282.58 0.44% 5,978.39 Information Technology United States
02360810 AEE US Ameren Corp 81,862 $8,168,190.36 0.43% $8,168,190.36 0.43% 26,981.50 Utilities United States
14365830 CCL US Carnival Corp 248,245 $7,916,533.05 0.41% $7,916,533.05 0.41% 41,839.68 Consumer Discretionary United States
G7S00T10 PNR US Pentair PLC 68,114 $7,324,298.42 0.38% $7,324,298.42 0.38% 17,627.53 Industrials United States
01309110 ACI US Albertsons Cos Inc 370,881 $7,217,344.26 0.38% $7,217,344.26 0.38% 10,969.14 Consumer Staples United States
22052L10 CTVA US Corteva Inc 94,041 $6,976,901.79 0.36% $6,976,901.79 0.36% 50,440.22 Materials United States
17275510 CRUS US Cirrus Logic Inc 59,149 $6,754,224.31 0.35% $6,754,224.31 0.35% 5,861.62 Information Technology United States
03674X10 AR US Antero Resources Corp 210,786 $6,728,289.12 0.35% $6,728,289.12 0.35% 9,891.02 Energy United States
82880610 SPG US Simon Property Group Inc REIT 37,175 $6,716,035.50 0.35% $6,716,035.50 0.35% 58,984.23 Real Estate United States
00108410 AGCO US AGCO Corp 61,331 $6,635,400.89 0.35% $6,635,400.89 0.35% 8,073.16 Industrials United States
69351T10 PPL US PPL Corp 172,078 $6,275,684.66 0.33% $6,275,684.66 0.33% 26,970.12 Utilities United States
70557310 PEGA US Pegasystems Inc 111,371 $6,037,421.91 0.31% $6,037,421.91 0.31% 9,275.44 Information Technology United States
G0176J10 ALLE US Allegion plc 34,972 $5,938,245.60 0.31% $5,938,245.60 0.31% 14,576.74 Industrials United States
92343E10 VRSN US VeriSign Inc 21,194 $5,793,803.78 0.30% $5,793,803.78 0.30% 25,587.43 Information Technology United States
Y2573F10 FLEX US Flex Ltd 107,013 $5,738,037.06 0.30% $5,738,037.06 0.30% 20,172.49 Information Technology United States
92908910 VOYA US Voya Financial Inc 72,765 $5,463,923.85 0.28% $5,463,923.85 0.28% 7,240.01 Financials United States
98920710 ZBRA US Zebra Technologies Corp 16,726 $5,303,647.34 0.28% $5,303,647.34 0.28% 16,122.49 Information Technology United States
00449810 ACIW US ACI Worldwide Inc 106,585 $5,259,969.75 0.27% $5,259,969.75 0.27% 5,103.43 Information Technology United States
07083010 BBWI US Bath & Body Works Inc 179,520 $5,243,779.20 0.27% $5,243,779.20 0.27% 6,192.52 Consumer Discretionary United States
38480210 GWW US WW Grainger Inc 5,118 $5,187,093.00 0.27% $5,187,093.00 0.27% 48,556.78 Industrials United States
36476010 GAP US Gap Inc 230,276 $5,068,374.76 0.26% $5,068,374.76 0.26% 8,211.19 Consumer Discretionary United States
57708110 MAT US Mattel Inc 271,536 $4,969,108.80 0.26% $4,969,108.80 0.26% 5,898.09 Consumer Discretionary United States
62475610 MLI US Mueller Industries Inc 49,389 $4,738,380.66 0.25% $4,738,380.66 0.25% 10,620.63 Industrials United States
74736L10 QTWO US Q2 Holdings Inc 56,145 $4,420,295.85 0.23% $4,420,295.85 0.23% 4,916.09 Information Technology United States
10922N10 BHF US Brighthouse Financial Inc 92,513 $4,372,164.38 0.23% $4,372,164.38 0.23% 2,701.02 Financials United States
31488V10 FERG US Ferguson Enterprises Inc 18,467 $4,268,647.05 0.22% $4,268,647.05 0.22% 45,649.58 Industrials United States
87133210 SLVM US Sylvamo Corp 90,972 $4,196,538.36 0.22% $4,196,538.36 0.22% 1,863.65 Materials United States
03831W10 APP US AppLovin Corp 8,633 $4,131,667.47 0.22% $4,131,667.47 0.22% 162,138.16 Information Technology United States
92839U20 VC US Visteon Corp 32,378 $4,013,576.88 0.21% $4,013,576.88 0.21% 3,384.11 Consumer Discretionary United States
16516773 EXE US Expand Energy Corp 38,889 $3,763,677.42 0.20% $3,763,677.42 0.20% 23,047.74 Energy United States
72352L10 PINS US Pinterest Inc 95,268 $3,489,666.84 0.18% $3,489,666.84 0.18% 24,887.23 Communication Services United States
F2110710 CSTM US Constellium SE 239,859 $3,475,556.91 0.18% $3,475,556.91 0.18% 2,021.92 Materials United States
43300010 HIMS US Hims & Hers Health Inc 73,170 $3,098,749.50 0.16% $3,098,749.50 0.16% 9,560.89 Health Care United States
25213110 DXCM US Dexcom Inc 39,172 $2,951,218.48 0.15% $2,951,218.48 0.15% 29,548.35 Health Care United States
53418710 LNC US Lincoln National Corp 65,537 $2,813,503.41 0.15% $2,813,503.41 0.15% 8,138.69 Financials United States
69365610 PVH US PVH Corp 30,542 $2,575,301.44 0.13% $2,575,301.44 0.13% 4,053.53 Consumer Discretionary United States
41086710 THG US Hanover Insurance Group Inc 13,430 $2,329,836.40 0.12% $2,329,836.40 0.12% 6,227.93 Financials United States
48840110 KMPR US Kemper Corp 41,767 $2,240,799.55 0.12% $2,240,799.55 0.12% 3,410.85 Financials United States
19109810 COKE US Coca-Cola Bottling Co Consolidated 18,780 $2,201,767.20 0.11% $2,201,767.20 0.11% 10,186.51 Consumer Staples United States
85423L10 SARO US StandardAero Inc 81,680 $2,163,703.20 0.11% $2,163,703.20 0.11% 8,860.12 Industrials United States
90278Q10 UFPI US UFP Industries Inc 21,350 $2,155,709.50 0.11% $2,155,709.50 0.11% 6,098.07 Industrials United States
G0692U10 AXS US Axis Capital Holdings Ltd 20,330 $2,004,131.40 0.10% $2,004,131.40 0.10% 7,706.39 Financials United States
89623910 TRMB US Trimble Inc 23,932 $1,934,184.24 0.10% $1,934,184.24 0.10% 19,235.16 Information Technology United States
05380710 AVT US Avnet Inc 35,326 $1,927,739.82 0.10% $1,927,739.82 0.10% 4,575.91 Information Technology United States
31816X10 FLY US Firefly Aerospace Inc 37,781 $1,714,123.97 0.09% $1,714,123.97 0.09% 6,517.35 Industrials United States
14686910 CVNA US Carvana Co 4,331 $1,610,785.52 0.08% $1,610,785.52 0.08% 51,356.02 Consumer Discretionary United States
38526M10 LOPE US Grand Canyon Education Inc 6,993 $1,409,579.01 0.07% $1,409,579.01 0.07% 5,691.13 Consumer Discretionary United States
04621X10 AIZ US Assurant Inc 6,477 $1,396,505.97 0.07% $1,396,505.97 0.07% 10,894.99 Financials United States
26142V10 DKNG US DraftKings Inc 27,456 $1,317,338.88 0.07% $1,317,338.88 0.07% 23,820.63 Consumer Discretionary United States
05550J10 BJ US BJ's Wholesale Club Holdings Inc 13,199 $1,289,278.32 0.07% $1,289,278.32 0.07% 12,898.74 Consumer Staples United States
19851610 COLM US Columbia Sportswear Co 21,099 $1,175,636.28 0.06% $1,175,636.28 0.06% 3,051.79 Consumer Discretionary United States
22440810 CR US Crane Co 6,303 $1,167,945.90 0.06% $1,167,945.90 0.06% 10,663.43 Industrials United States
00797310 AEIS US Advanced Energy Industries Inc 7,630 $1,142,058.40 0.06% $1,142,058.40 0.06% 5,642.94 Information Technology United States
16411R20 LNG US Cheniere Energy Inc 4,699 $1,136,312.18 0.06% $1,136,312.18 0.06% 53,563.13 Energy United States
80004C20 SNDK US Sandisk Corp/DE 21,328 $1,119,080.16 0.06% $1,119,080.16 0.06% 7,660.62 Information Technology United States
23333110 DTE US DTE Energy Co 7,982 $1,090,740.30 0.06% $1,090,740.30 0.06% 28,366.87 Utilities United States
31684110 FIG US Figma Inc 15,322 $1,076,830.16 0.06% $1,076,830.16 0.06% 28,651.81 Information Technology United States
57632310 MTZ US MasTec Inc 5,439 $988,211.91 0.05% $988,211.91 0.05% 14,337.88 Industrials United States
92276F10 VTR US Ventas Inc REIT 12,855 $875,168.40 0.05% $875,168.40 0.05% 30,940.40 Real Estate United States
CASH CASH Cash & Cash Equivalents - $21,992,704.04 1.15% $21,992,704.04 1.15% - - -

*Short positions, unlike long positions, lose value if the underlying asset gains value.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

The list of portfolio holdings is as of the date shown and may not represent current or future portfolio composition. This information should not be construed as a recommendation to buy or sell any of the securities mentioned.

This portfolio data has not been audited or adjusted for certain financial statement reclassifications. An audit could potentially result in adjustments to this data. For adjusted holdings information, please refer to the fund's quarterly portfolio holdings and semiannual reports. For audited portfolio holdings information, please refer to the fund's annual report.

A complete list of portfolio holdings for each MFS fund is generally available on mfs.com at the earliest, 19 days after the end of each month. Top 10 portfolio holdings are generally available at the earliest, 11 calendar days after the end of each month.

When posting a fund's top 10 securities holdings, if applicable, for funds with significant investments in both equity and debt instrument securities, the fund's top 10 equity and top 10 debt instrument securities will be made available. In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities positions contained within underlying fund investments.

 

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

The information provided on this page should be read in conjunction with the fund's prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS. Consider the fund's investment objectives, risks, charges, and expenses, and otherwise read these documents carefully before you invest. Shares of the funds are not FDIC-insured and are not deposits or other obligations of, or guaranteed by, any bank. Shares of the funds involve investment risk, including possible loss of principal. 

MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

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