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 02-29-24)
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
L8681T10 SPOT US Spotify Technology SA 54,019 $13,851,011.79 2.25% $13,851,011.79 2.25% 50,549.54 Communication Services United States
71854610 PSX US Phillips 66 91,355 $13,019,001.05 2.12% $13,019,001.05 2.12% 61,345.57 Energy United States
03076C10 AMP US Ameriprise Financial Inc 30,135 $12,275,793.60 2.00% $12,275,793.60 2.00% 40,854.38 Financials United States
92840M10 VST US Vistra Corp 219,213 $11,955,877.02 1.94% $11,955,877.02 1.94% 19,749.70 Utilities United States
45687V10 IR US INGERSOLL-RAND INC 130,853 $11,950,804.49 1.94% $11,950,804.49 1.94% 36,845.81 Industrials United States
05478C10 AZEK US AZEK Co Inc 233,290 $11,223,581.90 1.82% $11,223,581.90 1.82% 7,015.69 Industrials United States
01625510 ALGN US Align Technology Inc 36,319 $10,983,591.98 1.79% $10,983,591.98 1.79% 23,162.08 Health Care United States
12008R10 BLDR US Builders FirstSource Inc 55,565 $10,845,176.70 1.76% $10,845,176.70 1.76% 23,800.26 Industrials United States
41651510 HIG US Hartford Financial Services Group Inc 112,564 $10,788,133.76 1.75% $10,788,133.76 1.75% 28,605.56 Financials United States
92247510 VEEV US Veeva Systems Inc 45,450 $10,249,429.50 1.67% $10,249,429.50 1.67% 36,310.64 Health Care United States
06405810 BK US Bank of New York Mellon Corp 182,625 $10,243,436.25 1.66% $10,243,436.25 1.66% 43,137.32 Financials United States
23804L10 DDOG US Datadog Inc 74,832 $9,837,414.72 1.60% $9,837,414.72 1.60% 43,523.78 Information Technology United States
46266C10 IQV US IQVIA Holdings Inc 39,739 $9,821,891.24 1.60% $9,821,891.24 1.60% 44,859.54 Health Care United States
92345Y10 VRSK US Verisk Analytics Inc 37,977 $9,186,636.30 1.49% $9,186,636.30 1.49% 34,686.01 Industrials United States
36665110 IT US Gartner Inc 19,608 $9,128,700.48 1.48% $9,128,700.48 1.48% 36,471.04 Information Technology United States
30212P30 EXPE US Expedia Group Inc 65,104 $8,907,529.28 1.45% $8,907,529.28 1.45% 18,750.50 Consumer Discretionary United States
58155Q10 MCK US McKesson Corp 16,900 $8,811,829.00 1.43% $8,811,829.00 1.43% 68,517.59 Health Care United States
55261F10 MTB US M&T Bank Corp 61,410 $8,581,433.40 1.39% $8,581,433.40 1.39% 23,284.08 Financials United States
68191910 OMC US Omnicom Group Inc 95,625 $8,452,293.75 1.37% $8,452,293.75 1.37% 17,501.22 Communication Services United States
91913Y10 VLO US Valero Energy Corp 59,286 $8,386,597.56 1.36% $8,386,597.56 1.36% 47,148.90 Energy United States
67103H10 ORLY US O'Reilly Automotive Inc 7,661 $8,330,724.62 1.35% $8,330,724.62 1.35% 64,334.13 Consumer Discretionary United States
28102010 EIX US Edison International 121,464 $8,261,981.28 1.34% $8,261,981.28 1.34% 26,155.34 Utilities United States
29452E10 EQH US Equitable Holdings Inc 233,048 $7,979,563.52 1.30% $7,979,563.52 1.30% 11,429.31 Financials United States
69331C10 PCG US PG&E Corp 469,434 $7,834,853.46 1.27% $7,834,853.46 1.27% 35,610.17 Utilities United States
83056610 SKX US Skechers U.S.A. Inc 122,667 $7,582,047.27 1.23% $7,582,047.27 1.23% 9,516.27 Consumer Discretionary United States
78442P10 SLM US SLM Corp 357,364 $7,443,892.12 1.21% $7,443,892.12 1.21% 4,589.88 Financials United States
89628810 TNET US TriNet Group Inc 57,870 $7,407,938.70 1.20% $7,407,938.70 1.20% 6,485.50 Industrials United States
G3223R10 EG US Everest Group Ltd 19,671 $7,256,238.48 1.18% $7,256,238.48 1.18% 16,009.39 Financials United States
05368V10 AVNT US Avient Corp 168,370 $6,815,617.60 1.11% $6,815,617.60 1.11% 3,690.94 Materials United States
88738910 TKR US Timken Co 79,970 $6,716,680.30 1.09% $6,716,680.30 1.09% 5,925.58 Industrials United States
68622V10 OGN US Organon & Co 383,969 $6,684,900.29 1.09% $6,684,900.29 1.09% 4,450.66 Health Care United States
G4863A10 IGT US International Game Technology PLC 233,732 $6,350,498.44 1.03% $6,350,498.44 1.03% 5,447.10 Consumer Discretionary United States
51280710 LRCX US Lam Research Corp 6,744 $6,327,558.00 1.03% $6,327,558.00 1.03% 123,171.58 Information Technology United States
45778Q10 NSP US Insperity Inc 61,643 $6,274,640.97 1.02% $6,274,640.97 1.02% 3,795.69 Industrials United States
62937750 NRG US NRG Energy Inc 112,641 $6,231,300.12 1.01% $6,231,300.12 1.01% 12,489.29 Utilities United States
75935160 RGA US Reinsurance Group of America Inc 34,671 $6,131,566.35 1.00% $6,131,566.35 1.00% 11,629.14 Financials United States
11120U10 BRX US Brixmor Property Group Inc REIT 270,391 $6,113,540.51 0.99% $6,113,540.51 0.99% 6,812.22 Real Estate United States
51783410 LVS US Las Vegas Sands Corp 110,392 $6,018,571.84 0.98% $6,018,571.84 0.98% 41,087.44 Consumer Discretionary United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 41,856 $5,913,834.24 0.96% $5,913,834.24 0.96% 25,121.36 Industrials United States
85747710 STT US State Street Corp 78,959 $5,821,647.07 0.95% $5,821,647.07 0.95% 22,262.33 Financials United States
88320310 TXT US Textron Inc 65,284 $5,814,845.88 0.95% $5,814,845.88 0.95% 17,181.42 Industrials United States
10316T10 BOX US Box Inc 223,726 $5,769,893.54 0.94% $5,769,893.54 0.94% 3,712.32 Information Technology United States
90268110 UGI US UGI Corp 230,044 $5,631,477.12 0.92% $5,631,477.12 0.92% 5,129.82 Utilities United States
09062X10 BIIB US Biogen Inc 25,876 $5,614,833.24 0.91% $5,614,833.24 0.91% 31,541.84 Health Care United States
96208T10 WEX US WEX Inc 25,392 $5,579,384.16 0.91% $5,579,384.16 0.91% 9,382.47 Financials United States
27579R10 EWBC US East West Bancorp Inc 73,291 $5,339,982.26 0.87% $5,339,982.26 0.87% 10,268.17 Financials United States
24703L20 DELL US Dell Technologies Inc 56,214 $5,321,217.24 0.86% $5,321,217.24 0.86% 67,681.90 Information Technology United States
63741710 NNN US NNN REIT Inc REIT 126,260 $5,137,519.40 0.84% $5,137,519.40 0.84% 7,424.91 Real Estate United States
G8711010 FTI US TechnipFMC PLC 236,823 $5,136,690.87 0.83% $5,136,690.87 0.83% 9,446.00 Energy United States
07368510 BECN US Beacon Roofing Supply Inc 59,623 $5,121,019.47 0.83% $5,121,019.47 0.83% 5,442.71 Industrials United States
05348410 AVB US AvalonBay Communities Inc REIT 28,726 $5,085,363.78 0.83% $5,085,363.78 0.83% 25,142.74 Real Estate United States
16385110 CC US Chemours Co 251,297 $4,943,011.99 0.80% $4,943,011.99 0.80% 2,919.78 Materials United States
78709Y10 SAIA US Saia Inc 8,482 $4,880,542.80 0.79% $4,880,542.80 0.79% 15,298.26 Industrials United States
03831W10 APP US AppLovin Corp 81,579 $4,871,897.88 0.79% $4,871,897.88 0.79% 20,298.05 Information Technology United States
28551210 EA US Electronic Arts Inc 33,811 $4,715,958.28 0.77% $4,715,958.28 0.77% 37,407.42 Communication Services United States
69365610 PVH US PVH Corp 34,400 $4,701,448.00 0.76% $4,701,448.00 0.76% 8,189.54 Consumer Discretionary United States
G6700G10 NVT US nVent Electric PLC 68,172 $4,589,339.04 0.75% $4,589,339.04 0.75% 11,169.20 Industrials United States
14149Y10 CAH US Cardinal Health Inc 40,094 $4,489,726.12 0.73% $4,489,726.12 0.73% 27,323.12 Health Care United States
87546510 SKT US Tanger Inc REIT 154,592 $4,453,795.52 0.72% $4,453,795.52 0.72% 3,137.90 Real Estate United States
75950910 RS US Reliance Inc 13,497 $4,335,506.34 0.70% $4,335,506.34 0.70% 18,460.91 Materials United States
03165210 AMKR US Amkor Technology Inc 135,326 $4,197,812.52 0.68% $4,197,812.52 0.68% 7,627.57 Information Technology United States
73106810 PII US Polaris Inc 42,899 $3,977,166.29 0.65% $3,977,166.29 0.65% 5,238.12 Consumer Discretionary United States
26210C10 DBX US Dropbox Inc 162,455 $3,890,797.25 0.63% $3,890,797.25 0.63% 8,063.96 Information Technology United States
03110010 AME US AMETEK Inc 21,544 $3,881,797.92 0.63% $3,881,797.92 0.63% 41,623.86 Industrials United States
11135E20 BNL US Broadstone Net Lease Inc REIT 257,685 $3,842,083.35 0.62% $3,842,083.35 0.62% 2,798.71 Real Estate United States
91004710 UAL US United Airlines Holdings Inc 83,322 $3,790,317.78 0.62% $3,790,317.78 0.62% 14,921.49 Industrials United States
12719030 CACI US CACI International Inc 10,100 $3,785,985.00 0.62% $3,785,985.00 0.62% 8,353.57 Industrials United States
75342210 RPD US Rapid7 Inc 64,287 $3,765,932.46 0.61% $3,765,932.46 0.61% 3,631.13 Information Technology United States
98920710 ZBRA US Zebra Technologies Corp 13,327 $3,724,629.96 0.61% $3,724,629.96 0.61% 14,360.08 Information Technology United States
29256210 WIRE US Encore Wire Corp 15,259 $3,677,419.00 0.60% $3,677,419.00 0.60% 3,799.10 Industrials United States
30161Q10 EXEL US Exelixis Inc 163,033 $3,570,422.70 0.58% $3,570,422.70 0.58% 6,639.95 Health Care United States
36251C10 GMS US GMS Inc 39,771 $3,551,948.01 0.58% $3,551,948.01 0.58% 3,561.77 Industrials United States
70051710 PK US Park Hotels & Resorts Inc REIT 212,385 $3,525,591.00 0.57% $3,525,591.00 0.57% 3,485.80 Real Estate United States
69350610 PPG US PPG Industries Inc 24,089 $3,411,002.40 0.55% $3,411,002.40 0.55% 33,312.06 Materials United States
00108410 AGCO US AGCO Corp 29,892 $3,279,152.40 0.53% $3,279,152.40 0.53% 8,214.34 Industrials United States
88224Q10 TCBI US Texas Capital Bancshares Inc 55,868 $3,276,658.20 0.53% $3,276,658.20 0.53% 2,780.56 Financials United States
G4705A10 ICLR US ICON PLC 9,978 $3,199,146.36 0.52% $3,199,146.36 0.52% 26,449.55 Health Care United States
46817M10 JXN US Jackson Financial Inc 57,853 $3,184,807.65 0.52% $3,184,807.65 0.52% 4,376.48 Financials United States
78377T10 RHP US Ryman Hospitality Properties Inc REIT 26,830 $3,178,818.40 0.52% $3,178,818.40 0.52% 7,074.64 Real Estate United States
12803020 CALM US Cal-Maine Foods Inc 53,383 $3,068,988.67 0.50% $3,068,988.67 0.50% 2,816.03 Consumer Staples United States
09739D10 BCC US Boise Cascade Holdings LLC 22,480 $3,055,256.80 0.50% $3,055,256.80 0.50% 5,373.88 Industrials United States
36476010 GPS US Gap Inc 160,351 $3,037,047.94 0.49% $3,037,047.94 0.49% 7,026.74 Consumer Discretionary United States
19109810 COKE US Coca-Cola Bottling Co Consolidated 3,246 $2,729,236.80 0.44% $2,729,236.80 0.44% 7,881.66 Consumer Staples United States
81154310 SEB US Seaboard Corp 821 $2,699,111.39 0.44% $2,699,111.39 0.44% 3,192.43 Consumer Staples United States
03209510 APH US Amphenol Corp 24,652 $2,692,984.48 0.44% $2,692,984.48 0.44% 65,528.14 Information Technology United States
45867G10 IDCC US InterDigital Inc 25,029 $2,678,603.58 0.44% $2,678,603.58 0.44% 2,737.57 Information Technology United States
65122910 NWL US Newell Brands Inc 351,287 $2,634,652.50 0.43% $2,634,652.50 0.43% 3,107.25 Consumer Discretionary United States
34964C10 FBIN US Fortune Brands Innovations Inc 31,461 $2,559,037.74 0.42% $2,559,037.74 0.42% 10,259.30 Industrials United States
62955J10 NOV US NOV Inc 143,773 $2,429,763.70 0.39% $2,429,763.70 0.39% 6,658.66 Energy United States
60983910 MPWR US Monolithic Power Systems Inc 3,363 $2,421,494.52 0.39% $2,421,494.52 0.39% 34,582.08 Information Technology United States
03948310 ADM US Archer-Daniels-Midland Co 45,445 $2,413,583.95 0.39% $2,413,583.95 0.39% 28,413.85 Consumer Staples United States
85811910 STLD US Steel Dynamics Inc 17,305 $2,315,755.10 0.38% $2,315,755.10 0.38% 21,878.10 Materials United States
30225T10 EXR US Extra Space Storage Inc REIT 16,015 $2,257,634.55 0.37% $2,257,634.55 0.37% 29,784.00 Real Estate United States
29084Q10 EME US EMCOR Group Inc 6,859 $2,150,433.68 0.35% $2,150,433.68 0.35% 14,779.96 Industrials United States
74968510 RPM US RPM International Inc 18,544 $2,139,050.40 0.35% $2,139,050.40 0.35% 14,865.40 Materials United States
92839U20 VC US Visteon Corp 18,613 $2,105,502.56 0.34% $2,105,502.56 0.34% 3,127.32 Consumer Discretionary United States
17275510 CRUS US Cirrus Logic Inc 22,727 $2,086,793.14 0.34% $2,086,793.14 0.34% 4,952.31 Information Technology United States
67059N10 NTNX US Nutanix Inc 32,330 $2,041,962.80 0.33% $2,041,962.80 0.33% 15,351.16 Information Technology United States
57459910 MAS US Masco Corp 26,534 $2,036,749.84 0.33% $2,036,749.84 0.33% 16,933.26 Industrials United States
00289620 ANF US Abercrombie & Fitch Co 15,776 $2,015,541.76 0.33% $2,015,541.76 0.33% 6,439.81 Consumer Discretionary United States
88947810 TOL US Toll Brothers Inc 17,552 $2,012,161.28 0.33% $2,012,161.28 0.33% 11,958.10 Consumer Discretionary United States
24353710 DECK US Deckers Outdoor Corp 2,123 $1,901,337.57 0.31% $1,901,337.57 0.31% 22,988.20 Consumer Discretionary United States
10922N10 BHF US Brighthouse Financial Inc 35,549 $1,654,805.95 0.27% $1,654,805.95 0.27% 2,956.06 Financials United States
62007630 MSI US Motorola Solutions Inc 4,987 $1,647,654.93 0.27% $1,647,654.93 0.27% 54,910.82 Information Technology United States
44107P10 HST US Host Hotels & Resorts Inc REIT 72,794 $1,509,747.56 0.25% $1,509,747.56 0.25% 14,630.76 Real Estate United States
N1450610 ESTC US Elastic NV 10,870 $1,454,514.70 0.24% $1,454,514.70 0.24% 13,331.56 Information Technology United States
87724P10 TMHC US Taylor Morrison Home Corp 25,010 $1,415,816.10 0.23% $1,415,816.10 0.23% 6,082.12 Consumer Discretionary United States
G6095L10 APTV US Aptiv PLC 17,701 $1,407,052.49 0.23% $1,407,052.49 0.23% 22,180.57 Consumer Discretionary United States
45781V10 IIPR US Innovative Industrial Properties Inc REIT 13,875 $1,359,611.25 0.22% $1,359,611.25 0.22% 2,763.85 Real Estate United States
71844V20 PECO US Phillips Edison & Co Inc REIT 37,008 $1,321,925.76 0.21% $1,321,925.76 0.21% 4,364.98 Real Estate United States
21935010 GLW US Corning Inc 40,194 $1,295,854.56 0.21% $1,295,854.56 0.21% 27,516.01 Information Technology United States
22788C10 CRWD US Crowdstrike Holdings Inc 3,756 $1,217,507.40 0.20% $1,217,507.40 0.20% 77,835.55 Information Technology United States
87265710 TPG US TPG Inc 27,388 $1,214,657.80 0.20% $1,214,657.80 0.20% 13,822.74 Financials United States
21871X10 CRBG US Corebridge Financial Inc 48,819 $1,212,175.77 0.20% $1,212,175.77 0.20% 15,457.91 Financials United States
49446R10 KIM US Kimco Realty Corp REIT 60,704 $1,199,511.04 0.20% $1,199,511.04 0.20% 13,296.59 Real Estate United States
81018610 SMG US Scotts Miracle-Gro Co 18,023 $1,184,111.10 0.19% $1,184,111.10 0.19% 3,725.19 Materials United States
92908910 VOYA US Voya Financial Inc 16,577 $1,133,203.72 0.18% $1,133,203.72 0.18% 7,041.08 Financials United States
93627C10 HCC US HCC Insurance Holdings Inc 19,792 $1,127,550.24 0.18% $1,127,550.24 0.18% 2,976.98 Materials United States
87165B10 SYF US Synchrony Financial 25,192 $1,040,429.60 0.17% $1,040,429.60 0.17% 16,803.98 Financials United States
26856L10 ELF US elf Beauty Inc 4,789 $998,650.17 0.16% $998,650.17 0.16% 11,574.86 Consumer Staples United States
31946M10 FCNCA US First Citizens BancShares Inc/NC 607 $955,302.67 0.16% $955,302.67 0.16% 22,851.91 Financials United States
90278Q10 UFPI US UFP Industries Inc 8,205 $940,539.15 0.15% $940,539.15 0.15% 7,085.62 Industrials United States
38023710 GDDY US GoDaddy Inc 8,186 $934,431.90 0.15% $934,431.90 0.15% 16,215.12 Information Technology United States
26884U10 EPR US EPR Properties REIT 22,684 $931,858.72 0.15% $931,858.72 0.15% 3,094.53 Real Estate United States
02156K10 ATUS US Altice USA Inc 281,982 $837,486.54 0.14% $837,486.54 0.14% 1,354.31 Communication Services United States
48020Q10 JLL US Jones Lang LaSalle Inc 4,296 $817,271.04 0.13% $817,271.04 0.13% 9,057.71 Real Estate United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 33,584 $802,321.76 0.13% $802,321.76 0.13% 3,968.19 Real Estate United States
20172310 CMC US Commercial Metals Co 12,934 $698,436.00 0.11% $698,436.00 0.11% 6,302.23 Materials United States
45718710 INGR US Ingredion Inc 5,752 $676,607.76 0.11% $676,607.76 0.11% 7,712.25 Consumer Staples United States
85225A10 SQSP US Squarespace Inc 17,901 $595,745.28 0.10% $595,745.28 0.10% 4,525.05 Information Technology United States
51281610 LAMR US Lamar Advertising Co REIT 5,385 $595,311.75 0.10% $595,311.75 0.10% 11,275.88 Real Estate United States
88076W10 TDC US Teradata Corp 15,805 $594,584.10 0.10% $594,584.10 0.10% 3,683.00 Information Technology United States
F2110710 CSTM US Constellium SE 30,569 $592,732.91 0.10% $592,732.91 0.10% 2,846.84 Materials Netherlands
02376R10 AAL US American Airlines Group Inc 33,551 $526,079.68 0.09% $526,079.68 0.09% 10,266.59 Industrials United States
60855R10 MOH US Molina Healthcare Inc 1,221 $480,964.11 0.08% $480,964.11 0.08% 23,004.34 Health Care United States
62475610 MLI US Mueller Industries Inc 7,900 $405,902.00 0.07% $405,902.00 0.07% 5,833.07 Industrials United States
96216610 WY US Weyerhaeuser Co REIT 11,265 $387,290.70 0.06% $387,290.70 0.06% 25,088.91 Real Estate United States
55305B10 MHO US M/I Homes Inc 2,871 $364,588.29 0.06% $364,588.29 0.06% 3,531.20 Consumer Discretionary United States
38526M10 LOPE US Grand Canyon Education Inc 2,684 $361,803.20 0.06% $361,803.20 0.06% 4,046.51 Consumer Discretionary United States
63618010 NFG US National Fuel Gas Co 6,527 $318,125.98 0.05% $318,125.98 0.05% 4,490.30 Utilities United States
98581710 YELP US Yelp Inc 8,059 $309,787.96 0.05% $309,787.96 0.05% 2,650.90 Communication Services United States
00797310 AEIS US Advanced Energy Industries Inc 2,930 $296,516.00 0.05% $296,516.00 0.05% 3,777.27 Information Technology United States
37247D10 GNW US Genworth Financial Inc 41,781 $256,953.15 0.04% $256,953.15 0.04% 2,773.68 Financials United States
CASH CASH Cash & Cash Equivalents - $6,442,134.74 1.05% $6,442,134.74 1.05% - - -

*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., 111 Huntington Avenue, Boston, MA 02199.
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