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 05-31-25)
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
62937750 NRG US NRG Energy Inc 197,521 $30,793,523.90 2.05% $30,793,523.90 2.05% 30,628.43 Utilities United States
03076C10 AMP US Ameriprise Financial Inc 57,811 $29,439,673.64 1.96% $29,439,673.64 1.96% 48,651.26 Financials United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 131,487 $26,602,449.84 1.77% $26,602,449.84 1.77% 34,622.28 Industrials United States
92247510 VEEV US Veeva Systems Inc 94,488 $26,428,293.60 1.76% $26,428,293.60 1.76% 45,578.37 Health Care United States
77104910 RBLX US ROBLOX Corp 300,386 $26,127,574.28 1.74% $26,127,574.28 1.74% 58,950.70 Communication Services United States
92345Y10 VRSK US Verisk Analytics Inc 82,877 $26,034,980.78 1.73% $26,034,980.78 1.73% 43,966.41 Industrials United States
G8711010 FTI US TechnipFMC PLC 768,485 $23,938,307.75 1.59% $23,938,307.75 1.59% 13,059.00 Energy United States
L8681T10 SPOT US Spotify Technology SA 35,987 $23,936,393.18 1.59% $23,936,393.18 1.59% 136,390.95 Communication Services Sweden
21871X10 CRBG US Corebridge Financial Inc 733,845 $23,930,685.45 1.59% $23,930,685.45 1.59% 18,036.72 Financials United States
N2094410 CNH US CNH Industrial NV 1,888,276 $23,622,332.76 1.57% $23,622,332.76 1.57% 15,630.39 Industrials United States
41651510 HIG US Hartford Insurance Group Inc 181,419 $23,555,442.96 1.57% $23,555,442.96 1.57% 37,017.90 Financials United States
67103H10 ORLY US O'Reilly Automotive Inc 16,900 $23,110,750.00 1.54% $23,110,750.00 1.54% 78,103.40 Consumer Discretionary United States
73317470 BPOP US Popular Inc 222,711 $23,057,269.83 1.53% $23,057,269.83 1.53% 7,141.91 Financials United States
87165B10 SYF US Synchrony Financial 390,395 $22,506,271.75 1.50% $22,506,271.75 1.50% 21,944.51 Financials United States
03852U10 ARMK US Aramark 551,450 $22,333,725.00 1.48% $22,333,725.00 1.48% 10,642.59 Consumer Discretionary United States
38023710 GDDY US GoDaddy Inc 119,268 $21,724,666.20 1.44% $21,724,666.20 1.44% 25,954.22 Information Technology United States
G3265R10 APTV US Aptiv PLC 322,571 $21,550,968.51 1.43% $21,550,968.51 1.43% 14,950.54 Consumer Discretionary United States
40171V10 GWRE US Guidewire Software Inc 100,139 $21,531,887.78 1.43% $21,531,887.78 1.43% 18,036.09 Information Technology United States
37033410 GIS US General Mills Inc 393,371 $21,344,310.46 1.42% $21,344,310.46 1.42% 29,712.80 Consumer Staples United States
66585910 NTRS US Northern Trust Corp 199,049 $21,246,490.26 1.41% $21,246,490.26 1.41% 20,765.09 Financials United States
91390310 UHS US Universal Health Services Inc 109,808 $20,901,952.80 1.39% $20,901,952.80 1.39% 12,266.15 Health Care United States
03209510 APH US Amphenol Corp 224,223 $20,164,374.39 1.34% $20,164,374.39 1.34% 108,779.25 Information Technology United States
52532710 LDOS US Leidos Holdings Inc 135,581 $20,136,490.12 1.34% $20,136,490.12 1.34% 19,117.33 Industrials United States
74968510 RPM US RPM International Inc 168,663 $19,200,595.92 1.28% $19,200,595.92 1.28% 14,619.67 Materials United States
75473010 RJF US Raymond James Financial Inc 130,267 $19,146,643.66 1.27% $19,146,643.66 1.27% 29,857.96 Financials United States
28102010 EIX US Edison International 342,341 $19,051,276.65 1.27% $19,051,276.65 1.27% 21,412.12 Utilities United States
03831W10 APP US AppLovin Corp 48,449 $19,040,457.00 1.27% $19,040,457.00 1.27% 132,976.27 Information Technology United States
43128410 HIW US Highwoods Properties Inc REIT 635,619 $18,877,884.30 1.26% $18,877,884.30 1.26% 3,201.99 Real Estate United States
G3223R10 EG US Everest Group Ltd 53,756 $18,663,545.64 1.24% $18,663,545.64 1.24% 14,767.63 Financials United States
23804L10 DDOG US Datadog Inc 158,039 $18,629,637.32 1.24% $18,629,637.32 1.24% 40,658.11 Information Technology United States
88224Q10 TCBI US Texas Capital Bancshares Inc 253,783 $18,193,703.27 1.21% $18,193,703.27 1.21% 3,299.53 Financials United States
71854610 PSX US Phillips 66 156,126 $17,717,178.48 1.18% $17,717,178.48 1.18% 46,252.29 Energy United States
91913Y10 VLO US Valero Energy Corp 136,872 $17,652,381.84 1.17% $17,652,381.84 1.17% 40,394.19 Energy United States
57459910 MAS US Masco Corp 280,535 $17,510,994.70 1.16% $17,510,994.70 1.16% 13,167.00 Industrials United States
55261F10 MTB US M&T Bank Corp 95,177 $17,383,127.28 1.16% $17,383,127.28 1.16% 29,686.67 Financials United States
27743210 EMN US Eastman Chemical Co 220,726 $17,298,296.62 1.15% $17,298,296.62 1.15% 9,048.61 Materials United States
48020Q10 JLL US Jones Lang LaSalle Inc 75,765 $16,872,865.50 1.12% $16,872,865.50 1.12% 10,581.15 Real Estate United States
91820410 VFC US VF Corp 1,351,581 $16,840,699.26 1.12% $16,840,699.26 1.12% 4,856.21 Consumer Discretionary United States
12008R10 BLDR US Builders FirstSource Inc 152,809 $16,454,473.12 1.09% $16,454,473.12 1.09% 12,246.02 Industrials United States
60819010 MHK US Mohawk Industries Inc 160,989 $16,197,103.29 1.08% $16,197,103.29 1.08% 6,290.61 Consumer Discretionary United States
92936U10 WPC US WP Carey Inc REIT 247,657 $15,542,953.32 1.03% $15,542,953.32 1.03% 13,742.95 Real Estate United States
30161Q10 EXEL US Exelixis Inc 359,736 $15,483,037.44 1.03% $15,483,037.44 1.03% 11,837.42 Health Care United States
45718710 INGR US Ingredion Inc 110,723 $15,403,783.76 1.02% $15,403,783.76 1.02% 8,946.95 Consumer Staples United States
05368V10 AVNT US Avient Corp 416,244 $15,038,895.72 1.00% $15,038,895.72 1.00% 3,307.09 Materials United States
67929510 OKTA US Okta Inc 138,158 $14,253,760.86 0.95% $14,253,760.86 0.95% 17,895.76 Information Technology United States
68191910 OMC US Omnicom Group Inc 187,995 $13,806,352.80 0.92% $13,806,352.80 0.92% 14,328.83 Communication Services United States
51281610 LAMR US Lamar Advertising Co REIT 111,809 $13,477,456.86 0.90% $13,477,456.86 0.90% 12,342.09 Real Estate United States
29364G10 ETR US Entergy Corp 157,269 $13,097,362.32 0.87% $13,097,362.32 0.87% 35,874.87 Utilities United States
88320310 TXT US Textron Inc 175,584 $12,998,483.52 0.86% $12,998,483.52 0.86% 13,368.19 Industrials United States
46266C10 IQV US IQVIA Holdings Inc 87,690 $12,305,537.70 0.82% $12,305,537.70 0.82% 24,431.45 Health Care United States
88268110 TXRH US Texas Roadhouse Inc 62,761 $12,251,574.81 0.81% $12,251,574.81 0.81% 12,962.53 Consumer Discretionary United States
44485910 HUM US Humana Inc 51,060 $11,903,617.80 0.79% $11,903,617.80 0.79% 28,137.27 Health Care United States
91004710 UAL US United Airlines Holdings Inc 147,322 $11,703,996.29 0.78% $11,703,996.29 0.78% 26,017.84 Industrials United States
63618010 NFG US National Fuel Gas Co 138,896 $11,464,475.84 0.76% $11,464,475.84 0.76% 7,461.45 Utilities United States
69351T10 PPL US PPL Corp 325,742 $11,319,534.50 0.75% $11,319,534.50 0.75% 25,689.42 Utilities United States
65122910 NWL US Newell Brands Inc 2,121,345 $11,243,128.50 0.75% $11,243,128.50 0.75% 2,213.81 Consumer Discretionary United States
29415F10 NVST US Envista Holdings Corp 596,832 $10,904,120.64 0.72% $10,904,120.64 0.72% 3,133.30 Health Care United States
85450210 SWK US Stanley Black & Decker Inc 161,430 $10,562,364.90 0.70% $10,562,364.90 0.70% 10,122.84 Industrials United States
45337C10 INCY US Incyte Corp 161,897 $10,533,018.82 0.70% $10,533,018.82 0.70% 12,607.52 Health Care United States
98980L10 ZM US Zoom Communications Inc 129,301 $10,505,706.25 0.70% $10,505,706.25 0.70% 24,649.54 Information Technology United States
26210C10 DBX US Dropbox Inc 358,461 $10,345,184.46 0.69% $10,345,184.46 0.69% 8,063.48 Information Technology United States
91200810 USFD US US Foods Holding Corp 126,118 $9,978,456.16 0.66% $9,978,456.16 0.66% 18,304.41 Consumer Staples United States
89628810 TNET US TriNet Group Inc 118,452 $9,856,390.92 0.66% $9,856,390.92 0.66% 4,027.29 Industrials United States
83087910 SKYW US SkyWest Inc 96,758 $9,816,099.10 0.65% $9,816,099.10 0.65% 4,114.71 Industrials United States
22279550 CUZ US Cousins Properties Inc REIT 347,330 $9,749,553.10 0.65% $9,749,553.10 0.65% 4,713.28 Real Estate United States
46817M10 JXN US Jackson Financial Inc 118,285 $9,688,724.35 0.64% $9,688,724.35 0.64% 5,887.61 Financials United States
29717810 ESS US Essex Property Trust Inc REIT 34,110 $9,683,829.00 0.64% $9,683,829.00 0.64% 18,278.95 Real Estate United States
58155Q10 MCK US McKesson Corp 12,775 $9,191,740.25 0.61% $9,191,740.25 0.61% 90,019.50 Health Care United States
78442P10 SLM US SLM Corp 272,610 $8,824,385.70 0.59% $8,824,385.70 0.59% 6,821.62 Financials United States
69608A10 PLTR US Palantir Technologies Inc 65,131 $8,582,963.18 0.57% $8,582,963.18 0.57% 310,956.39 Information Technology United States
12504L10 CBRE US CBRE Group Inc 68,185 $8,524,488.70 0.57% $8,524,488.70 0.57% 37,453.99 Real Estate United States
03110010 AME US AMETEK Inc 47,534 $8,496,227.16 0.56% $8,496,227.16 0.56% 41,267.31 Industrials United States
34354P10 FLS US Flowserve Corp 167,401 $8,354,983.91 0.56% $8,354,983.91 0.56% 6,547.04 Industrials United States
30212P30 EXPE US Expedia Group Inc 49,875 $8,316,656.25 0.55% $8,316,656.25 0.55% 21,301.15 Consumer Discretionary United States
14174T10 CTRE US CareTrust REIT Inc REIT 284,802 $8,190,905.52 0.54% $8,190,905.52 0.54% 5,512.98 Real Estate United States
46982L10 J US Jacobs Solutions Inc 64,639 $8,163,905.70 0.54% $8,163,905.70 0.54% 15,203.87 Industrials United States
62475610 MLI US Mueller Industries Inc 104,011 $8,099,336.57 0.54% $8,099,336.57 0.54% 8,616.30 Industrials United States
60983910 MPWR US Monolithic Power Systems Inc 11,830 $7,830,277.00 0.52% $7,830,277.00 0.52% 31,691.77 Information Technology United States
68622V10 OGN US Organon & Co 847,234 $7,811,497.48 0.52% $7,811,497.48 0.52% 2,396.79 Health Care United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 235,428 $7,651,410.00 0.51% $7,651,410.00 0.51% 6,419.15 Real Estate United States
92343E10 VRSN US VeriSign Inc 27,904 $7,603,002.88 0.51% $7,603,002.88 0.51% 25,639.43 Information Technology United States
03674X10 AR US Antero Resources Corp 202,784 $7,594,260.80 0.50% $7,594,260.80 0.50% 11,668.82 Energy United States
45232710 ILMN US Illumina Inc 90,993 $7,483,264.32 0.50% $7,483,264.32 0.50% 13,076.16 Health Care United States
98920710 ZBRA US Zebra Technologies Corp 25,807 $7,478,094.39 0.50% $7,478,094.39 0.50% 14,818.26 Information Technology United States
09062X10 BIIB US Biogen Inc 57,098 $7,410,749.42 0.49% $7,410,749.42 0.49% 19,017.85 Health Care United States
29452E10 EQH US Equitable Holdings Inc 136,533 $7,218,499.71 0.48% $7,218,499.71 0.48% 16,196.25 Financials United States
74251V10 PFG US Principal Financial Group Inc 87,647 $6,826,824.83 0.45% $6,826,824.83 0.45% 17,523.07 Financials United States
02360810 AEE US Ameren Corp 69,403 $6,723,762.64 0.45% $6,723,762.64 0.45% 26,803.03 Utilities United States
82880610 SPG US Simon Property Group Inc REIT 39,442 $6,431,806.94 0.43% $6,431,806.94 0.43% 53,230.12 Real Estate United States
22052L10 CTVA US Corteva Inc 79,732 $5,645,025.60 0.38% $5,645,025.60 0.38% 48,358.24 Materials United States
69365610 PVH US PVH Corp 65,291 $5,469,427.07 0.36% $5,469,427.07 0.36% 4,460.67 Consumer Discretionary United States
03165210 AMKR US Amkor Technology Inc 298,591 $5,380,609.82 0.36% $5,380,609.82 0.36% 4,451.95 Information Technology United States
43300010 HIMS US Hims & Hers Health Inc 91,742 $5,188,927.52 0.34% $5,188,927.52 0.34% 12,645.91 Health Care United States
17275510 CRUS US Cirrus Logic Inc 50,149 $4,932,655.64 0.33% $4,932,655.64 0.33% 5,143.34 Information Technology United States
10922N10 BHF US Brighthouse Financial Inc 78,436 $4,691,257.16 0.31% $4,691,257.16 0.31% 3,461.09 Financials United States
70557310 PEGA US Pegasystems Inc 47,212 $4,633,857.80 0.31% $4,633,857.80 0.31% 8,399.90 Information Technology United States
36476010 GAP US Gap Inc 195,235 $4,355,692.85 0.29% $4,355,692.85 0.29% 8,402.03 Consumer Discretionary United States
00449810 ACIW US ACI Worldwide Inc 90,367 $4,180,377.42 0.28% $4,180,377.42 0.28% 4,869.93 Information Technology United States
74736L10 QTWO US Q2 Holdings Inc 47,601 $4,166,039.52 0.28% $4,166,039.52 0.28% 5,452.85 Information Technology United States
92908910 VOYA US Voya Financial Inc 61,693 $4,103,818.36 0.27% $4,103,818.36 0.27% 6,405.47 Financials United States
87133210 SLVM US Sylvamo Corp 77,129 $4,085,523.13 0.27% $4,085,523.13 0.27% 2,157.08 Materials United States
25213110 DXCM US Dexcom Inc 46,564 $3,995,191.20 0.27% $3,995,191.20 0.27% 33,642.82 Health Care United States
16516773 EXE US Expand Energy Corp 32,972 $3,829,038.36 0.25% $3,829,038.36 0.25% 27,636.55 Energy United States
07083010 BBWI US Bath & Body Works Inc 124,831 $3,510,247.72 0.23% $3,510,247.72 0.23% 6,073.92 Consumer Discretionary United States
90268110 UGI US UGI Corp 96,485 $3,479,249.10 0.23% $3,479,249.10 0.23% 7,732.75 Utilities United States
36251C10 GMS US GMS Inc 45,928 $3,478,127.44 0.23% $3,478,127.44 0.23% 2,914.62 Industrials United States
90225210 TYL US Tyler Technologies Inc 5,958 $3,437,706.42 0.23% $3,437,706.42 0.23% 24,881.86 Information Technology United States
11135E20 BNL US Broadstone Net Lease Inc REIT 214,761 $3,416,847.51 0.23% $3,416,847.51 0.23% 3,008.27 Real Estate United States
19109810 COKE US Coca-Cola Bottling Co Consolidated 29,766 $3,412,671.90 0.23% $3,412,671.90 0.23% 9,995.19 Consumer Staples United States
71377A10 PFGC US Performance Food Group Co 36,039 $3,227,652.84 0.21% $3,227,652.84 0.21% 13,979.50 Consumer Staples United States
10964110 EAT US Brinker International Inc 17,716 $3,058,313.08 0.20% $3,058,313.08 0.20% 7,673.60 Consumer Discretionary United States
46014610 IP US International Paper Co 63,417 $3,031,966.77 0.20% $3,031,966.77 0.20% 25,238.97 Materials United States
09004310 BILL US BILL Holdings Inc 64,727 $2,827,275.36 0.19% $2,827,275.36 0.19% 4,500.23 Information Technology United States
14365830 CCL US Carnival Corp 119,070 $2,764,805.40 0.18% $2,764,805.40 0.18% 30,441.42 Consumer Discretionary United States
72352L10 PINS US Pinterest Inc 80,771 $2,512,785.81 0.17% $2,512,785.81 0.17% 21,036.21 Communication Services United States
F2110710 CSTM US Constellium SE 203,361 $2,468,802.54 0.16% $2,468,802.54 0.16% 1,735.02 Materials Netherlands
92839U20 VC US Visteon Corp 27,452 $2,317,635.10 0.15% $2,317,635.10 0.15% 2,304.80 Consumer Discretionary United States
75935160 RGA US Reinsurance Group of America Inc 11,366 $2,310,594.14 0.15% $2,310,594.14 0.15% 13,434.62 Financials United States
92840M10 VST US Vistra Corp 14,091 $2,262,591.87 0.15% $2,262,591.87 0.15% 54,601.51 Utilities United States
48840110 KMPR US Kemper Corp 35,412 $2,256,806.76 0.15% $2,256,806.76 0.15% 4,078.40 Financials United States
85423L10 SARO US Standard Aero Inc 69,251 $2,031,131.83 0.14% $2,031,131.83 0.14% 9,809.77 Industrials United States
41086710 THG US Hanover Insurance Group Inc 11,386 $2,003,708.28 0.13% $2,003,708.28 0.13% 6,335.28 Financials United States
51654410 LNTH US Lantheus Holdings Inc 25,805 $1,949,825.80 0.13% $1,949,825.80 0.13% 5,227.68 Health Care United States
G9819610 WNS US WNS Holdings Ltd 33,495 $1,942,375.05 0.13% $1,942,375.05 0.13% 2,691.70 Industrials United States
53418710 LNC US Lincoln National Corp 55,565 $1,841,424.10 0.12% $1,841,424.10 0.12% 5,658.12 Financials United States
G0692U10 AXS US Axis Capital Holdings Ltd 17,238 $1,789,304.40 0.12% $1,789,304.40 0.12% 8,164.20 Financials United States
90278Q10 UFPI US UFP Industries Inc 18,102 $1,766,031.12 0.12% $1,766,031.12 0.12% 5,892.14 Industrials United States
05380710 AVT US Avnet Inc 29,952 $1,497,899.52 0.10% $1,497,899.52 0.10% 4,247.25 Information Technology United States
69074210 OC US Owens Corning 11,148 $1,493,274.60 0.10% $1,493,274.60 0.10% 11,392.79 Industrials United States
68404L20 OPCH US Option Care Health Inc 37,647 $1,230,303.96 0.08% $1,230,303.96 0.08% 5,351.26 Health Care United States
38526M10 LOPE US Grand Canyon Education Inc 5,929 $1,173,023.00 0.08% $1,173,023.00 0.08% 5,637.79 Consumer Discretionary United States
19851610 COLM US Columbia Sportswear Co 17,890 $1,141,024.20 0.08% $1,141,024.20 0.08% 3,518.68 Consumer Discretionary United States
01234810 AIN US Albany International Corp 17,215 $1,137,395.05 0.08% $1,137,395.05 0.08% 1,995.45 Industrials United States
04621X10 AIZ US Assurant Inc 5,491 $1,114,563.18 0.07% $1,114,563.18 0.07% 10,315.24 Financials United States
60871R20 TAP US Molson Coors Beverage Co 19,206 $1,029,249.54 0.07% $1,029,249.54 0.07% 10,857.33 Consumer Staples United States
16411R20 LNG US Cheniere Energy Inc 3,984 $944,168.16 0.06% $944,168.16 0.06% 52,801.37 Energy United States
23333110 DTE US DTE Energy Co 6,767 $924,710.55 0.06% $924,710.55 0.06% 28,357.06 Utilities United States
62475810 MWA US Mueller Water Products Inc 34,179 $838,410.87 0.06% $838,410.87 0.06% 3,843.30 Industrials United States
26142V10 DKNG US DraftKings Inc 23,278 $835,214.64 0.06% $835,214.64 0.06% 17,808.64 Consumer Discretionary United States
G7S00T10 PNR US Pentair PLC 8,224 $815,656.32 0.05% $815,656.32 0.05% 16,317.79 Industrials United States
00797310 AEIS US Advanced Energy Industries Inc 6,470 $742,626.60 0.05% $742,626.60 0.05% 4,350.16 Information Technology United States
92276F10 VTR US Ventas Inc REIT 10,900 $700,652.00 0.05% $700,652.00 0.05% 29,009.46 Real Estate United States
34637510 FORM US FormFactor Inc 15,429 $460,555.65 0.03% $460,555.65 0.03% 2,300.74 Information Technology United States
25960P10 DEI US Douglas Emmett Inc REIT 32,000 $455,360.00 0.03% $455,360.00 0.03% 2,382.76 Real Estate United States
09739D10 BCC US Boise Cascade Holdings LLC 4,961 $431,011.68 0.03% $431,011.68 0.03% 3,284.85 Industrials United States
62955J10 NOV US NOV Inc 32,798 $393,576.00 0.03% $393,576.00 0.03% 4,536.97 Energy United States
02393910 AMTM US Amentum Holdings Inc 3,826 $79,045.16 0.01% $79,045.16 0.01% 5,027.04 Industrials United States
CASH CASH Cash & Cash Equivalents - $14,413,493.10 0.96% $14,413,493.10 0.96% - - -

*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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