Full & Historical Holdings

Blended Research® Mid Cap Equity Fund


View Historical Holdings by Month
Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 04-30-25)
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
03076C10 AMP US Ameriprise Financial Inc 54,920 $25,868,418.40 1.93% $25,868,418.40 1.93% 45,130.29 Financials United States
92345Y10 VRSK US Verisk Analytics Inc 78,732 $23,338,526.76 1.74% $23,338,526.76 1.74% 41,623.22 Industrials United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 124,911 $23,076,058.14 1.72% $23,076,058.14 1.72% 31,613.88 Industrials United States
67103H10 ORLY US O'Reilly Automotive Inc 16,055 $22,721,036.00 1.70% $22,721,036.00 1.70% 81,006.77 Consumer Discretionary United States
38023710 GDDY US GoDaddy Inc 113,303 $21,338,353.99 1.59% $21,338,353.99 1.59% 26,593.70 Information Technology United States
37033410 GIS US General Mills Inc 373,697 $21,203,567.78 1.58% $21,203,567.78 1.58% 31,070.85 Consumer Staples United States
41651510 HIG US Hartford Insurance Group Inc 172,344 $21,141,438.48 1.58% $21,141,438.48 1.58% 34,973.71 Financials United States
L8681T10 SPOT US Spotify Technology SA 34,186 $20,989,520.28 1.57% $20,989,520.28 1.57% 125,156.38 Communication Services Sweden
92247510 VEEV US Veeva Systems Inc 89,762 $20,976,481.78 1.56% $20,976,481.78 1.56% 38,020.44 Health Care United States
N2094410 CNH US CNH Industrial NV 1,793,838 $20,754,705.66 1.55% $20,754,705.66 1.55% 14,439.87 Industrials United States
21871X10 CRBG US Corebridge Financial Inc 697,142 $20,656,317.46 1.54% $20,656,317.46 1.54% 16,636.80 Financials United States
G8711010 FTI US TechnipFMC PLC 730,051 $20,565,536.67 1.53% $20,565,536.67 1.53% 11,809.70 Energy United States
62937750 NRG US NRG Energy Inc 187,643 $20,561,919.94 1.53% $20,561,919.94 1.53% 22,317.83 Utilities United States
73317470 BPOP US Popular Inc 211,573 $20,188,295.66 1.51% $20,188,295.66 1.51% 6,616.33 Financials United States
40171V10 GWRE US Guidewire Software Inc 95,130 $19,479,770.10 1.45% $19,479,770.10 1.45% 17,176.31 Information Technology United States
87165B10 SYF US Synchrony Financial 370,869 $19,266,644.55 1.44% $19,266,644.55 1.44% 19,774.80 Financials United States
77104910 RBLX US ROBLOX Corp 285,363 $19,133,589.15 1.43% $19,133,589.15 1.43% 44,683.39 Communication Services United States
52532710 LDOS US Leidos Holdings Inc 128,800 $18,956,784.00 1.41% $18,956,784.00 1.41% 19,304.72 Industrials United States
91390310 UHS US Universal Health Services Inc 104,316 $18,471,234.12 1.38% $18,471,234.12 1.38% 11,505.65 Health Care United States
G3223R10 EG US Everest Group Ltd 51,067 $18,324,371.61 1.37% $18,324,371.61 1.37% 17,146.65 Financials United States
66585910 NTRS US Northern Trust Corp 189,093 $17,770,960.14 1.33% $17,770,960.14 1.33% 18,323.43 Financials United States
03852U10 ARMK US Aramark 523,870 $17,512,974.10 1.31% $17,512,974.10 1.31% 8,880.68 Consumer Discretionary United States
G3265R10 APTV US Aptiv PLC 306,438 $17,485,352.28 1.30% $17,485,352.28 1.30% 13,411.15 Consumer Discretionary United States
28102010 EIX US Edison International 325,220 $17,402,522.20 1.30% $17,402,522.20 1.30% 20,588.72 Utilities United States
12008R10 BLDR US Builders FirstSource Inc 145,166 $17,366,208.58 1.30% $17,366,208.58 1.30% 13,607.05 Industrials United States
43128410 HIW US Highwoods Properties Inc REIT 603,830 $17,172,925.20 1.28% $17,172,925.20 1.28% 3,066.14 Real Estate United States
74968510 RPM US RPM International Inc 160,228 $17,104,339.00 1.28% $17,104,339.00 1.28% 13,709.16 Materials United States
75473010 RJF US Raymond James Financial Inc 123,753 $16,959,111.12 1.27% $16,959,111.12 1.27% 28,080.87 Financials United States
88224Q10 TCBI US Texas Capital Bancshares Inc 241,090 $16,430,283.50 1.23% $16,430,283.50 1.23% 3,136.60 Financials United States
03209510 APH US Amphenol Corp 213,009 $16,391,042.55 1.22% $16,391,042.55 1.22% 93,078.65 Information Technology United States
48020Q10 JLL US Jones Lang LaSalle Inc 71,976 $16,368,062.16 1.22% $16,368,062.16 1.22% 10,805.03 Real Estate United States
60819010 MHK US Mohawk Industries Inc 152,939 $16,265,062.65 1.21% $16,265,062.65 1.21% 6,657.51 Consumer Discretionary United States
57459910 MAS US Masco Corp 266,504 $16,152,807.44 1.21% $16,152,807.44 1.21% 12,785.20 Industrials United States
27743210 EMN US Eastman Chemical Co 209,686 $16,145,822.00 1.20% $16,145,822.00 1.20% 8,890.43 Materials United States
71854610 PSX US Phillips 66 148,317 $15,433,867.02 1.15% $15,433,867.02 1.15% 42,412.88 Energy United States
55261F10 MTB US M&T Bank Corp 90,417 $15,349,189.92 1.15% $15,349,189.92 1.15% 27,594.83 Financials United States
23804L10 DDOG US Datadog Inc 150,134 $15,337,689.44 1.14% $15,337,689.44 1.14% 34,950.88 Information Technology United States
91820410 VFC US VF Corp 1,283,985 $15,253,741.80 1.14% $15,253,741.80 1.14% 4,628.13 Consumer Discretionary United States
91913Y10 VLO US Valero Energy Corp 130,026 $15,094,718.34 1.13% $15,094,718.34 1.13% 36,360.10 Energy United States
67929510 OKTA US Okta Inc 131,249 $14,720,887.84 1.10% $14,720,887.84 1.10% 19,455.16 Information Technology United States
92936U10 WPC US WP Carey Inc REIT 235,271 $14,690,321.24 1.10% $14,690,321.24 1.10% 13,672.86 Real Estate United States
45718710 INGR US Ingredion Inc 105,185 $13,970,671.70 1.04% $13,970,671.70 1.04% 8,566.89 Consumer Staples United States
68191910 OMC US Omnicom Group Inc 178,593 $13,601,642.88 1.01% $13,601,642.88 1.01% 14,859.53 Communication Services United States
30161Q10 EXEL US Exelixis Inc 341,745 $13,379,316.75 1.00% $13,379,316.75 1.00% 11,029.81 Health Care United States
05368V10 AVNT US Avient Corp 395,427 $13,171,673.37 0.98% $13,171,673.37 0.98% 3,048.95 Materials United States
46266C10 IQV US IQVIA Holdings Inc 83,304 $12,917,951.28 0.96% $12,917,951.28 0.96% 27,341.17 Health Care United States
44485910 HUM US Humana Inc 48,507 $12,720,475.68 0.95% $12,720,475.68 0.95% 31,650.53 Health Care United States
29364G10 ETR US Entergy Corp 149,403 $12,425,847.51 0.93% $12,425,847.51 0.93% 36,012.57 Utilities United States
03831W10 APP US AppLovin Corp 46,026 $12,395,262.06 0.92% $12,395,262.06 0.92% 91,576.71 Information Technology United States
51281610 LAMR US Lamar Advertising Co REIT 106,217 $12,088,556.77 0.90% $12,088,556.77 0.90% 11,653.80 Real Estate United States
88320310 TXT US Textron Inc 166,802 $11,737,856.74 0.88% $11,737,856.74 0.88% 12,707.27 Industrials United States
69351T10 PPL US PPL Corp 309,451 $11,294,961.50 0.84% $11,294,961.50 0.84% 26,975.38 Utilities United States
68622V10 OGN US Organon & Co 804,861 $10,406,852.73 0.78% $10,406,852.73 0.78% 3,361.23 Health Care United States
63618010 NFG US National Fuel Gas Co 131,950 $10,131,121.00 0.76% $10,131,121.00 0.76% 6,957.27 Utilities United States
88268110 TXRH US Texas Roadhouse Inc 59,622 $9,894,867.12 0.74% $9,894,867.12 0.74% 11,048.79 Consumer Discretionary United States
26210C10 DBX US Dropbox Inc 340,534 $9,722,245.70 0.73% $9,722,245.70 0.73% 8,447.94 Information Technology United States
45337C10 INCY US Incyte Corp 153,800 $9,637,108.00 0.72% $9,637,108.00 0.72% 12,142.44 Health Care United States
65122910 NWL US Newell Brands Inc 2,015,249 $9,632,890.22 0.72% $9,632,890.22 0.72% 1,996.49 Consumer Discretionary United States
91004710 UAL US United Airlines Holdings Inc 139,954 $9,631,634.28 0.72% $9,631,634.28 0.72% 22,538.21 Industrials United States
98980L10 ZM US Zoom Communications Inc 122,833 $9,524,470.82 0.71% $9,524,470.82 0.71% 23,707.16 Information Technology United States
85450210 SWK US Stanley Black & Decker Inc 153,356 $9,204,427.12 0.69% $9,204,427.12 0.69% 9,275.34 Industrials United States
29415F10 NVST US Envista Holdings Corp 566,983 $9,117,086.64 0.68% $9,117,086.64 0.68% 2,768.98 Health Care United States
22279550 CUZ US Cousins Properties Inc REIT 329,958 $9,087,043.32 0.68% $9,087,043.32 0.68% 4,624.24 Real Estate United States
29717810 ESS US Essex Property Trust Inc REIT 32,404 $9,045,576.60 0.67% $9,045,576.60 0.67% 17,965.54 Real Estate United States
89628810 TNET US TriNet Group Inc 112,527 $8,814,239.91 0.66% $8,814,239.91 0.66% 3,791.11 Industrials United States
46817M10 JXN US Jackson Financial Inc 112,370 $8,754,746.70 0.65% $8,754,746.70 0.65% 5,717.11 Financials United States
58155Q10 MCK US McKesson Corp 12,136 $8,650,419.44 0.65% $8,650,419.44 0.65% 89,811.54 Health Care United States
83087910 SKYW US SkyWest Inc 91,919 $8,196,417.23 0.61% $8,196,417.23 0.61% 3,616.65 Industrials United States
14174T10 CTRE US CareTrust REIT Inc REIT 270,558 $7,919,232.66 0.59% $7,919,232.66 0.59% 5,492.86 Real Estate United States
12504L10 CBRE US CBRE Group Inc 64,775 $7,914,209.50 0.59% $7,914,209.50 0.59% 36,603.17 Real Estate United States
91200810 USFD US US Foods Holding Corp 119,811 $7,866,790.26 0.59% $7,866,790.26 0.59% 15,135.77 Consumer Staples United States
03110010 AME US AMETEK Inc 45,157 $7,657,724.06 0.57% $7,657,724.06 0.57% 39,130.06 Industrials United States
46982L10 J US Jacobs Solutions Inc 61,406 $7,602,062.80 0.57% $7,602,062.80 0.57% 15,216.51 Industrials United States
78442P10 SLM US SLM Corp 258,976 $7,486,996.16 0.56% $7,486,996.16 0.56% 6,092.46 Financials United States
92343E10 VRSN US VeriSign Inc 26,509 $7,478,719.08 0.56% $7,478,719.08 0.56% 26,547.49 Information Technology United States
30212P30 EXPE US Expedia Group Inc 47,382 $7,435,657.26 0.55% $7,435,657.26 0.55% 20,211.64 Consumer Discretionary United States
69608A10 PLTR US Palantir Technologies Inc 61,873 $7,328,238.12 0.55% $7,328,238.12 0.55% 277,006.88 Information Technology United States
62475610 MLI US Mueller Industries Inc 98,809 $7,268,390.04 0.54% $7,268,390.04 0.54% 8,139.40 Industrials United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 223,653 $7,194,917.01 0.54% $7,194,917.01 0.54% 6,353.97 Real Estate United States
34354P10 FLS US Flowserve Corp 159,029 $7,192,881.67 0.54% $7,192,881.67 0.54% 5,933.14 Industrials United States
03674X10 AR US Antero Resources Corp 192,642 $6,709,720.86 0.50% $6,709,720.86 0.50% 10,837.88 Energy United States
45232710 ILMN US Illumina Inc 86,442 $6,707,899.20 0.50% $6,707,899.20 0.50% 12,338.40 Health Care United States
60983910 MPWR US Monolithic Power Systems Inc 11,238 $6,665,257.80 0.50% $6,665,257.80 0.50% 28,396.06 Information Technology United States
09062X10 BIIB US Biogen Inc 54,242 $6,567,621.36 0.49% $6,567,621.36 0.49% 17,741.51 Health Care United States
02360810 AEE US Ameren Corp 65,931 $6,542,992.44 0.49% $6,542,992.44 0.49% 26,810.45 Utilities United States
29452E10 EQH US Equitable Holdings Inc 129,705 $6,413,912.25 0.48% $6,413,912.25 0.48% 15,172.68 Financials United States
74251V10 PFG US Principal Financial Group Inc 83,264 $6,174,025.60 0.46% $6,174,025.60 0.46% 16,683.75 Financials United States
98920710 ZBRA US Zebra Technologies Corp 24,516 $6,136,845.12 0.46% $6,136,845.12 0.46% 12,800.86 Information Technology United States
82880610 SPG US Simon Property Group Inc REIT 37,469 $5,896,871.22 0.44% $5,896,871.22 0.44% 51,349.63 Real Estate United States
03165210 AMKR US Amkor Technology Inc 283,658 $4,949,832.10 0.37% $4,949,832.10 0.37% 4,311.13 Information Technology United States
22052L10 CTVA US Corteva Inc 75,744 $4,695,370.56 0.35% $4,695,370.56 0.35% 42,500.03 Materials United States
00449810 ACIW US ACI Worldwide Inc 85,847 $4,580,795.92 0.34% $4,580,795.92 0.34% 5,616.41 Information Technology United States
17275510 CRUS US Cirrus Logic Inc 47,640 $4,575,345.60 0.34% $4,575,345.60 0.34% 5,104.04 Information Technology United States
87133210 SLVM US Sylvamo Corp 73,271 $4,368,417.02 0.33% $4,368,417.02 0.33% 2,427.75 Materials United States
10922N10 BHF US Brighthouse Financial Inc 74,514 $4,338,205.08 0.32% $4,338,205.08 0.32% 3,413.38 Financials United States
69365610 PVH US PVH Corp 62,027 $4,278,622.46 0.32% $4,278,622.46 0.32% 3,673.12 Consumer Discretionary United States
70557310 PEGA US Pegasystems Inc 44,852 $4,129,972.16 0.31% $4,129,972.16 0.31% 7,880.41 Information Technology United States
36476010 GAP US Gap Inc 185,470 $4,061,793.00 0.30% $4,061,793.00 0.30% 8,247.62 Consumer Discretionary United States
19109810 COKE US Coca-Cola Bottling Co Consolidated 2,827 $3,832,874.87 0.29% $3,832,874.87 0.29% 11,819.95 Consumer Staples United States
07083010 BBWI US Bath & Body Works Inc 118,588 $3,618,119.88 0.27% $3,618,119.88 0.27% 6,590.16 Consumer Discretionary United States
74736L10 QTWO US Q2 Holdings Inc 45,221 $3,583,764.25 0.27% $3,583,764.25 0.27% 4,937.58 Information Technology United States
92908910 VOYA US Voya Financial Inc 58,608 $3,469,593.60 0.26% $3,469,593.60 0.26% 5,695.69 Financials United States
11135E20 BNL US Broadstone Net Lease Inc REIT 204,020 $3,301,043.60 0.25% $3,301,043.60 0.25% 3,058.85 Real Estate United States
16516773 EXE US Expand Energy Corp 31,323 $3,254,459.70 0.24% $3,254,459.70 0.24% 24,726.06 Energy United States
36251C10 GMS US GMS Inc 43,632 $3,196,480.32 0.24% $3,196,480.32 0.24% 2,819.56 Industrials United States
25213110 DXCM US Dexcom Inc 44,235 $3,157,494.30 0.24% $3,157,494.30 0.24% 27,988.63 Health Care United States
90225210 TYL US Tyler Technologies Inc 5,661 $3,075,621.30 0.23% $3,075,621.30 0.23% 23,429.02 Information Technology United States
90268110 UGI US UGI Corp 91,659 $3,005,498.61 0.22% $3,005,498.61 0.22% 7,043.72 Utilities United States
43300010 HIMS US Hims & Hers Health Inc 87,153 $2,884,764.30 0.22% $2,884,764.30 0.22% 7,309.70 Health Care United States
09004310 BILL US BILL Holdings Inc 61,489 $2,802,053.73 0.21% $2,802,053.73 0.21% 4,645.72 Information Technology United States
71377A10 PFGC US Performance Food Group Co 34,237 $2,761,556.42 0.21% $2,761,556.42 0.21% 12,600.42 Consumer Staples United States
46014610 IP US International Paper Co 60,246 $2,752,037.28 0.21% $2,752,037.28 0.21% 24,113.36 Materials United States
51654410 LNTH US Lantheus Holdings Inc 24,514 $2,557,790.76 0.19% $2,557,790.76 0.19% 7,145.24 Health Care United States
10964110 EAT US Brinker International Inc 16,830 $2,260,269.00 0.17% $2,260,269.00 0.17% 5,969.79 Consumer Discretionary United States
14365830 CCL US Carnival Corp 113,115 $2,074,529.10 0.15% $2,074,529.10 0.15% 24,043.74 Consumer Discretionary United States
92839U20 VC US Visteon Corp 26,079 $2,065,196.01 0.15% $2,065,196.01 0.15% 2,161.89 Consumer Discretionary United States
75935160 RGA US Reinsurance Group of America Inc 10,798 $2,022,573.38 0.15% $2,022,573.38 0.15% 12,378.53 Financials United States
48840110 KMPR US Kemper Corp 33,640 $1,988,796.80 0.15% $1,988,796.80 0.15% 3,785.04 Financials United States
F2110710 CSTM US Constellium SE 193,191 $1,953,161.01 0.15% $1,953,161.01 0.15% 1,451.02 Materials Netherlands
72352L10 PINS US Pinterest Inc 76,732 $1,942,854.24 0.14% $1,942,854.24 0.14% 17,114.62 Communication Services United States
G9819610 WNS US WNS Holdings Ltd 31,819 $1,925,685.88 0.14% $1,925,685.88 0.14% 2,798.00 Industrials United States
41086710 THG US Hanover Insurance Group Inc 10,817 $1,796,703.70 0.13% $1,796,703.70 0.13% 5,986.15 Financials United States
85423L10 SARO US Standardaero Inc 65,787 $1,777,564.74 0.13% $1,777,564.74 0.13% 9,037.16 Industrials United States
92840M10 VST US Vistra Corp 13,387 $1,735,356.81 0.13% $1,735,356.81 0.13% 44,094.56 Utilities United States
90278Q10 UFPI US UFP Industries Inc 17,197 $1,699,923.45 0.13% $1,699,923.45 0.13% 6,012.49 Industrials United States
53418710 LNC US Lincoln National Corp 52,785 $1,682,257.95 0.13% $1,682,257.95 0.13% 5,440.05 Financials United States
G0692U10 AXS US Axis Capital Holdings Ltd 16,375 $1,577,240.00 0.12% $1,577,240.00 0.12% 7,993.02 Financials United States
69074210 OC US Owens Corning 10,591 $1,540,037.31 0.11% $1,540,037.31 0.11% 12,438.45 Industrials United States
05380710 AVT US Avnet Inc 28,454 $1,337,053.46 0.10% $1,337,053.46 0.10% 4,064.85 Information Technology United States
68404L20 OPCH US Option Care Health Inc 35,764 $1,155,534.84 0.09% $1,155,534.84 0.09% 5,371.89 Health Care United States
01234810 AIN US Albany International Corp 16,353 $1,075,373.28 0.08% $1,075,373.28 0.08% 2,012.27 Industrials United States
19851610 COLM US Columbia Sportswear Co 16,996 $1,056,641.32 0.08% $1,056,641.32 0.08% 3,496.75 Consumer Discretionary United States
60871R20 TAP US Molson Coors Beverage Co 18,245 $1,049,634.85 0.08% $1,049,634.85 0.08% 11,690.10 Consumer Staples United States
04621X10 AIZ US Assurant Inc 5,216 $1,005,331.84 0.08% $1,005,331.84 0.08% 9,804.29 Financials United States
38526M10 LOPE US Grand Canyon Education Inc 5,633 $1,004,758.21 0.08% $1,004,758.21 0.08% 5,147.40 Consumer Discretionary United States
23333110 DTE US DTE Energy Co 6,429 $880,773.00 0.07% $880,773.00 0.07% 28,429.93 Utilities United States
16411R20 LNG US Cheniere Energy Inc 3,785 $874,751.35 0.07% $874,751.35 0.07% 51,768.64 Energy United States
62475810 MWA US Mueller Water Products Inc 32,470 $852,012.80 0.06% $852,012.80 0.06% 4,109.17 Industrials United States
26142V10 DKNG US DraftKings Inc 22,113 $736,141.77 0.05% $736,141.77 0.05% 16,643.53 Consumer Discretionary United States
92276F10 VTR US Ventas Inc REIT 10,355 $725,678.40 0.05% $725,678.40 0.05% 30,673.86 Real Estate United States
G7S00T10 PNR US Pentair PLC 7,813 $708,873.49 0.05% $708,873.49 0.05% 14,927.53 Industrials United States
00797310 AEIS US Advanced Energy Industries Inc 6,147 $598,779.27 0.04% $598,779.27 0.04% 3,674.47 Information Technology United States
09739D10 BCC US Boise Cascade Holdings LLC 4,754 $443,453.12 0.03% $443,453.12 0.03% 3,561.71 Industrials United States
25960P10 DEI US Douglas Emmett Inc REIT 30,668 $424,138.44 0.03% $424,138.44 0.03% 2,315.78 Real Estate United States
34637510 FORM US FormFactor Inc 14,658 $412,476.12 0.03% $412,476.12 0.03% 2,170.02 Information Technology United States
62955J10 NOV US NOV Inc 31,433 $364,937.13 0.03% $364,937.13 0.03% 4,429.80 Energy United States
CASH CASH Cash & Cash Equivalents - $13,651,311.44 1.02% $13,651,311.44 1.02% - - -

*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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