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 06-30-25)
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
77104910 RBLX US ROBLOX Corp 319,000 $33,558,800.00 2.01% $33,558,800.00 2.01% 71,299.30 Communication Services United States
03076C10 AMP US Ameriprise Financial Inc 61,393 $32,767,285.89 1.97% $32,767,285.89 1.97% 50,990.96 Financials United States
L8681T10 SPOT US Spotify Technology SA 38,217 $29,325,432.78 1.76% $29,325,432.78 1.76% 157,347.67 Communication Services Sweden
92974010 WAB US Westinghouse Air Brake Technologies Corp 139,634 $29,232,377.90 1.76% $29,232,377.90 1.76% 35,825.30 Industrials United States
92247510 VEEV US Veeva Systems Inc 100,343 $28,896,777.14 1.74% $28,896,777.14 1.74% 47,059.47 Health Care United States
G8711010 FTI US TechnipFMC PLC 816,103 $28,106,587.32 1.69% $28,106,587.32 1.69% 14,438.26 Energy United States
87165B10 SYF US Synchrony Financial 414,585 $27,669,402.90 1.66% $27,669,402.90 1.66% 25,404.63 Financials United States
92345Y10 VRSK US Verisk Analytics Inc 88,012 $27,415,738.00 1.65% $27,415,738.00 1.65% 43,596.92 Industrials United States
73317470 BPOP US Popular Inc 236,511 $26,065,877.31 1.56% $26,065,877.31 1.56% 7,602.73 Financials United States
N2094410 CNH US CNH Industrial NV 2,005,279 $25,988,415.84 1.56% $25,988,415.84 1.56% 16,192.64 Industrials United States
66585910 NTRS US Northern Trust Corp 200,634 $25,438,384.86 1.53% $25,438,384.86 1.53% 24,665.60 Financials United States
21871X10 CRBG US Corebridge Financial Inc 715,802 $25,410,971.00 1.53% $25,410,971.00 1.53% 19,635.19 Financials United States
62937750 NRG US NRG Energy Inc 156,699 $25,162,725.42 1.51% $25,162,725.42 1.51% 31,547.87 Utilities United States
03852U10 ARMK US Aramark 585,619 $24,519,867.53 1.47% $24,519,867.53 1.47% 11,002.60 Consumer Discretionary United States
41651510 HIG US Hartford Insurance Group Inc 192,660 $24,442,774.20 1.47% $24,442,774.20 1.47% 36,171.14 Financials United States
67103H10 ORLY US O'Reilly Automotive Inc 269,207 $24,263,626.91 1.46% $24,263,626.91 1.46% 77,215.27 Consumer Discretionary United States
03209510 APH US Amphenol Corp 238,116 $23,513,955.00 1.41% $23,513,955.00 1.41% 119,447.91 Information Technology United States
52532710 LDOS US Leidos Holdings Inc 148,662 $23,452,917.12 1.41% $23,452,917.12 1.41% 20,306.69 Industrials United States
G3265R10 APTV US Aptiv PLC 342,558 $23,369,306.76 1.40% $23,369,306.76 1.40% 15,266.07 Consumer Discretionary United States
28102010 EIX US Edison International 449,774 $23,208,338.40 1.39% $23,208,338.40 1.39% 19,853.82 Utilities United States
38023710 GDDY US GoDaddy Inc 126,658 $22,806,039.48 1.37% $22,806,039.48 1.37% 25,656.42 Information Technology United States
23804L10 DDOG US Datadog Inc 167,832 $22,544,872.56 1.35% $22,544,872.56 1.35% 46,331.89 Information Technology United States
88224Q10 TCBI US Texas Capital Bancshares Inc 269,507 $21,398,855.80 1.28% $21,398,855.80 1.28% 3,654.38 Financials United States
12008R10 BLDR US Builders FirstSource Inc 181,879 $21,223,460.51 1.27% $21,223,460.51 1.27% 13,270.69 Industrials United States
43128410 HIW US Highwoods Properties Inc REIT 675,004 $20,985,874.36 1.26% $20,985,874.36 1.26% 3,351.84 Real Estate United States
40171V10 GWRE US Guidewire Software Inc 89,048 $20,966,351.60 1.26% $20,966,351.60 1.26% 19,823.76 Information Technology United States
58155Q10 MCK US McKesson Corp 28,348 $20,772,847.44 1.25% $20,772,847.44 1.25% 91,597.50 Health Care United States
48020Q10 JLL US Jones Lang LaSalle Inc 80,460 $20,580,058.80 1.24% $20,580,058.80 1.24% 12,152.88 Real Estate United States
91390310 UHS US Universal Health Services Inc 111,483 $20,195,145.45 1.21% $20,195,145.45 1.21% 11,673.31 Health Care United States
71854610 PSX US Phillips 66 165,799 $19,779,820.70 1.19% $19,779,820.70 1.19% 48,624.41 Energy United States
74968510 RPM US RPM International Inc 179,113 $19,673,771.92 1.18% $19,673,771.92 1.18% 14,105.98 Materials United States
67929510 OKTA US Okta Inc 196,086 $19,602,717.42 1.18% $19,602,717.42 1.18% 17,501.85 Information Technology United States
91913Y10 VLO US Valero Energy Corp 145,354 $19,538,484.68 1.17% $19,538,484.68 1.17% 42,101.17 Energy United States
69331C10 PCG US PG&E Corp 1,396,162 $19,462,498.28 1.17% $19,462,498.28 1.17% 30,635.73 Utilities United States
G3223R10 EG US Everest Group Ltd 57,088 $19,401,356.80 1.16% $19,401,356.80 1.16% 14,455.43 Financials United States
57459910 MAS US Masco Corp 297,919 $19,174,066.84 1.15% $19,174,066.84 1.15% 13,576.23 Industrials United States
60819010 MHK US Mohawk Industries Inc 170,964 $17,923,865.76 1.08% $17,923,865.76 1.08% 6,555.09 Consumer Discretionary United States
44485910 HUM US Humana Inc 71,790 $17,551,219.20 1.05% $17,551,219.20 1.05% 29,507.14 Health Care United States
37033410 GIS US General Mills Inc 337,917 $17,507,479.77 1.05% $17,507,479.77 1.05% 28,103.17 Consumer Staples United States
27743210 EMN US Eastman Chemical Co 234,404 $17,500,602.64 1.05% $17,500,602.64 1.05% 8,620.25 Materials United States
03831W10 APP US AppLovin Corp 49,265 $17,246,691.20 1.04% $17,246,691.20 1.04% 118,453.77 Information Technology United States
45718710 INGR US Ingredion Inc 124,818 $16,927,817.16 1.02% $16,927,817.16 1.02% 8,721.86 Consumer Staples United States
91820410 VFC US VF Corp 1,435,329 $16,865,115.75 1.01% $16,865,115.75 1.01% 4,579.50 Consumer Discretionary United States
30161Q10 EXEL US Exelixis Inc 382,026 $16,837,795.95 1.01% $16,837,795.95 1.01% 12,122.08 Health Care United States
88320310 TXT US Textron Inc 207,619 $16,669,729.51 1.00% $16,669,729.51 1.00% 14,498.61 Industrials United States
75473010 RJF US Raymond James Financial Inc 99,862 $15,315,834.94 0.92% $15,315,834.94 0.92% 31,156.04 Financials United States
46266C10 IQV US IQVIA Holdings Inc 93,124 $14,675,411.16 0.88% $14,675,411.16 0.88% 27,436.42 Health Care United States
92936U10 WPC US WP Carey Inc REIT 234,332 $14,617,630.16 0.88% $14,617,630.16 0.88% 13,659.74 Real Estate United States
51281610 LAMR US Lamar Advertising Co REIT 118,737 $14,409,922.32 0.87% $14,409,922.32 0.87% 12,426.05 Real Estate United States
68191910 OMC US Omnicom Group Inc 199,643 $14,362,317.42 0.86% $14,362,317.42 0.86% 14,036.17 Communication Services United States
05368V10 AVNT US Avient Corp 442,035 $14,282,150.85 0.86% $14,282,150.85 0.86% 2,957.43 Materials United States
55261F10 MTB US M&T Bank Corp 70,370 $13,651,076.30 0.82% $13,651,076.30 0.82% 31,531.52 Financials United States
91200810 USFD US US Foods Holding Corp 172,914 $13,316,107.14 0.80% $13,316,107.14 0.80% 17,816.26 Consumer Staples United States
69608A10 PLTR US Palantir Technologies Inc 95,435 $13,009,699.20 0.78% $13,009,699.20 0.78% 321,669.26 Information Technology United States
63618010 NFG US National Fuel Gas Co 147,502 $12,494,894.42 0.75% $12,494,894.42 0.75% 7,657.61 Utilities United States
91004710 UAL US United Airlines Holdings Inc 156,450 $12,458,113.50 0.75% $12,458,113.50 0.75% 26,078.43 Industrials United States
29415F10 NVST US Envista Holdings Corp 633,814 $12,384,725.56 0.74% $12,384,725.56 0.74% 3,351.11 Health Care United States
65122910 NWL US Newell Brands Inc 2,252,791 $12,165,071.40 0.73% $12,165,071.40 0.73% 2,255.58 Consumer Discretionary United States
29452E10 EQH US Equitable Holdings Inc 216,451 $12,142,901.10 0.73% $12,142,901.10 0.73% 17,185.73 Financials United States
45337C10 INCY US Incyte Corp 171,929 $11,708,364.90 0.70% $11,708,364.90 0.70% 13,196.62 Health Care United States
85450210 SWK US Stanley Black & Decker Inc 171,432 $11,614,518.00 0.70% $11,614,518.00 0.70% 10,481.77 Industrials United States
46817M10 JXN US Jackson Financial Inc 125,615 $11,153,355.85 0.67% $11,153,355.85 0.67% 6,382.14 Financials United States
22279550 CUZ US Cousins Properties Inc REIT 368,852 $11,076,625.56 0.66% $11,076,625.56 0.66% 5,042.39 Real Estate United States
26210C10 DBX US Dropbox Inc 380,673 $10,887,247.80 0.65% $10,887,247.80 0.65% 7,990.84 Information Technology United States
98980L10 ZM US Zoom Communications Inc 137,312 $10,707,589.76 0.64% $10,707,589.76 0.64% 23,657.49 Information Technology United States
83087910 SKYW US SkyWest Inc 102,753 $10,580,476.41 0.64% $10,580,476.41 0.64% 4,176.36 Industrials United States
29717810 ESS US Essex Property Trust Inc REIT 36,223 $10,265,598.20 0.62% $10,265,598.20 0.62% 18,246.76 Real Estate United States
89628810 TNET US TriNet Group Inc 140,133 $10,249,327.62 0.62% $10,249,327.62 0.62% 3,539.92 Industrials United States
12504L10 CBRE US CBRE Group Inc 72,411 $10,146,229.32 0.61% $10,146,229.32 0.61% 41,977.71 Real Estate United States
78442P10 SLM US SLM Corp 289,501 $9,492,737.79 0.57% $9,492,737.79 0.57% 6,910.13 Financials United States
29670E10 EPRT US Essential Properties Realty Trust Inc REIT 291,909 $9,314,816.19 0.56% $9,314,816.19 0.56% 6,302.62 Real Estate United States
90268110 UGI US UGI Corp 255,022 $9,287,901.24 0.56% $9,287,901.24 0.56% 7,809.95 Utilities United States
14174T10 CTRE US CareTrust REIT Inc REIT 302,449 $9,254,939.40 0.56% $9,254,939.40 0.56% 5,865.68 Real Estate United States
03110010 AME US AMETEK Inc 50,479 $9,134,679.84 0.55% $9,134,679.84 0.55% 41,779.86 Industrials United States
46982L10 J US Jacobs Solutions Inc 68,645 $9,023,385.25 0.54% $9,023,385.25 0.54% 15,823.82 Industrials United States
30212P30 EXPE US Expedia Group Inc 52,966 $8,934,304.88 0.54% $8,934,304.88 0.54% 21,547.69 Consumer Discretionary United States
62475610 MLI US Mueller Industries Inc 110,455 $8,777,858.85 0.53% $8,777,858.85 0.53% 8,793.34 Industrials United States
88268110 TXRH US Texas Roadhouse Inc 46,786 $8,768,164.26 0.53% $8,768,164.26 0.53% 12,444.59 Consumer Discretionary United States
68622V10 OGN US Organon & Co 899,731 $8,709,396.08 0.52% $8,709,396.08 0.52% 2,516.37 Health Care United States
92343E10 VRSN US VeriSign Inc 29,634 $8,558,299.20 0.51% $8,558,299.20 0.51% 27,176.08 Information Technology United States
98920710 ZBRA US Zebra Technologies Corp 27,407 $8,451,222.52 0.51% $8,451,222.52 0.51% 15,768.91 Information Technology United States
03674X10 AR US Antero Resources Corp 189,785 $7,644,539.80 0.46% $7,644,539.80 0.46% 12,550.60 Energy United States
09062X10 BIIB US Biogen Inc 60,636 $7,615,275.24 0.46% $7,615,275.24 0.46% 18,402.43 Health Care United States
74251V10 PFG US Principal Financial Group Inc 93,078 $7,393,185.54 0.44% $7,393,185.54 0.44% 17,869.53 Financials United States
02360810 AEE US Ameren Corp 73,705 $7,078,628.20 0.42% $7,078,628.20 0.42% 26,570.63 Utilities United States
60983910 MPWR US Monolithic Power Systems Inc 9,183 $6,716,262.54 0.40% $6,716,262.54 0.40% 35,018.47 Information Technology United States
03165210 AMKR US Amkor Technology Inc 317,093 $6,655,782.07 0.40% $6,655,782.07 0.40% 5,185.71 Information Technology United States
22052L10 CTVA US Corteva Inc 84,672 $6,310,604.16 0.38% $6,310,604.16 0.38% 50,905.93 Materials United States
04956010 ATO US Atmos Energy Corp 39,622 $6,106,146.42 0.37% $6,106,146.42 0.37% 24,478.35 Utilities United States
17275510 CRUS US Cirrus Logic Inc 53,256 $5,552,204.28 0.33% $5,552,204.28 0.33% 5,451.60 Information Technology United States
70557310 PEGA US Pegasystems Inc 100,275 $5,427,885.75 0.33% $5,427,885.75 0.33% 9,265.13 Information Technology United States
82880610 SPG US Simon Property Group Inc REIT 33,472 $5,380,958.72 0.32% $5,380,958.72 0.32% 52,476.08 Real Estate United States
36251C10 GMS US GMS Inc 48,773 $5,304,063.75 0.32% $5,304,063.75 0.32% 4,150.34 Industrials United States
69351T10 PPL US PPL Corp 154,935 $5,250,747.15 0.32% $5,250,747.15 0.32% 25,053.65 Utilities United States
07083010 BBWI US Bath & Body Works Inc 161,635 $4,842,584.60 0.29% $4,842,584.60 0.29% 6,351.52 Consumer Discretionary United States
38480210 GWW US WW Grainger Inc 4,608 $4,793,425.92 0.29% $4,793,425.92 0.29% 50,009.54 Industrials United States
G7S00T10 PNR US Pentair PLC 46,416 $4,765,066.56 0.29% $4,765,066.56 0.29% 16,890.34 Industrials United States
74736L10 QTWO US Q2 Holdings Inc 50,551 $4,731,068.09 0.28% $4,731,068.09 0.28% 5,831.03 Information Technology United States
92908910 VOYA US Voya Financial Inc 65,516 $4,651,636.00 0.28% $4,651,636.00 0.28% 6,836.87 Financials United States
G0176J10 ALLE US Allegion plc 31,488 $4,538,050.56 0.27% $4,538,050.56 0.27% 12,402.68 Industrials United States
36476010 GAP US Gap Inc 207,333 $4,521,932.73 0.27% $4,521,932.73 0.27% 8,156.94 Consumer Discretionary United States
10922N10 BHF US Brighthouse Financial Inc 83,297 $4,478,879.69 0.27% $4,478,879.69 0.27% 3,111.56 Financials United States
00449810 ACIW US ACI Worldwide Inc 95,967 $4,405,844.97 0.26% $4,405,844.97 0.26% 4,833.08 Information Technology United States
23156110 CW US Curtiss-Wright Corp 8,409 $4,108,216.95 0.25% $4,108,216.95 0.25% 18,431.04 Industrials United States
87133210 SLVM US Sylvamo Corp 81,908 $4,103,590.80 0.25% $4,103,590.80 0.25% 2,040.21 Materials United States
16516773 EXE US Expand Energy Corp 35,015 $4,094,654.10 0.25% $4,094,654.10 0.25% 27,829.32 Energy United States
01309110 ACI US Albertsons Cos Inc 167,896 $3,611,442.96 0.22% $3,611,442.96 0.22% 12,377.76 Consumer Staples United States
14365830 CCL US Carnival Corp 126,448 $3,555,717.76 0.21% $3,555,717.76 0.21% 36,893.44 Consumer Discretionary United States
19109810 COKE US Coca-Cola Bottling Co Consolidated 31,610 $3,529,256.50 0.21% $3,529,256.50 0.21% 9,733.65 Consumer Staples United States
00108410 AGCO US AGCO Corp 33,703 $3,476,801.48 0.21% $3,476,801.48 0.21% 7,694.37 Industrials United States
10964110 EAT US Brinker International Inc 18,814 $3,392,728.62 0.20% $3,392,728.62 0.20% 8,015.88 Consumer Discretionary United States
43300010 HIMS US Hims & Hers Health Inc 65,879 $3,284,068.15 0.20% $3,284,068.15 0.20% 11,145.66 Health Care United States
09004310 BILL US BILL Holdings Inc 68,738 $3,179,819.88 0.19% $3,179,819.88 0.19% 4,766.04 Information Technology United States
69365610 PVH US PVH Corp 44,964 $3,084,530.40 0.19% $3,084,530.40 0.19% 3,297.82 Consumer Discretionary United States
25213110 DXCM US Dexcom Inc 35,269 $3,078,631.01 0.18% $3,078,631.01 0.18% 34,227.06 Health Care United States
72352L10 PINS US Pinterest Inc 85,776 $3,075,927.36 0.18% $3,075,927.36 0.18% 24,248.10 Communication Services United States
F2110710 CSTM US Constellium SE 215,962 $2,872,294.60 0.17% $2,872,294.60 0.17% 1,900.81 Materials United States
92839U20 VC US Visteon Corp 29,152 $2,719,881.60 0.16% $2,719,881.60 0.16% 2,547.09 Consumer Discretionary United States
25667710 DG US Dollar General Corp 22,938 $2,623,648.44 0.16% $2,623,648.44 0.16% 25,171.68 Consumer Staples United States
48840110 KMPR US Kemper Corp 37,606 $2,427,091.24 0.15% $2,427,091.24 0.15% 4,130.23 Financials United States
85423L10 SARO US StandardAero Inc 73,542 $2,327,604.30 0.14% $2,327,604.30 0.14% 10,585.72 Industrials United States
G9819610 WNS US WNS Holdings Ltd 35,571 $2,249,510.04 0.14% $2,249,510.04 0.14% 2,935.39 Industrials United States
41086710 THG US Hanover Insurance Group Inc 12,092 $2,054,068.04 0.12% $2,054,068.04 0.12% 6,115.32 Financials United States
53418710 LNC US Lincoln National Corp 59,008 $2,041,676.80 0.12% $2,041,676.80 0.12% 5,907.39 Financials United States
87603010 TPR US Tapestry Inc 22,678 $1,991,355.18 0.12% $1,991,355.18 0.12% 18,238.14 Consumer Discretionary United States
90278Q10 UFPI US UFP Industries Inc 19,223 $1,909,997.28 0.11% $1,909,997.28 0.11% 6,000.85 Industrials United States
G0692U10 AXS US Axis Capital Holdings Ltd 18,305 $1,900,425.10 0.11% $1,900,425.10 0.11% 8,165.77 Financials United States
05380710 AVT US Avnet Inc 31,808 $1,688,368.64 0.10% $1,688,368.64 0.10% 4,507.98 Information Technology United States
69074210 OC US Owens Corning 11,837 $1,627,824.24 0.10% $1,627,824.24 0.10% 11,696.42 Industrials United States
14686910 CVNA US Carvana Co 3,901 $1,314,480.96 0.08% $1,314,480.96 0.08% 45,497.50 Consumer Discretionary United States
05550J10 BJ US BJ's Wholesale Club Holdings Inc 11,884 $1,281,451.72 0.08% $1,281,451.72 0.08% 14,239.06 Consumer Staples United States
38526M10 LOPE US Grand Canyon Education Inc 6,296 $1,189,944.00 0.07% $1,189,944.00 0.07% 5,385.74 Consumer Discretionary United States
19851610 COLM US Columbia Sportswear Co 18,998 $1,160,397.84 0.07% $1,160,397.84 0.07% 3,369.72 Consumer Discretionary United States
04621X10 AIZ US Assurant Inc 5,831 $1,151,564.19 0.07% $1,151,564.19 0.07% 10,036.24 Financials United States
22440810 CR US Crane Co 5,675 $1,077,625.75 0.06% $1,077,625.75 0.06% 10,918.90 Industrials United States
26142V10 DKNG US DraftKings Inc 24,720 $1,060,240.80 0.06% $1,060,240.80 0.06% 21,287.98 Consumer Discretionary United States
16411R20 LNG US Cheniere Energy Inc 4,231 $1,030,333.12 0.06% $1,030,333.12 0.06% 54,256.26 Energy United States
60871R20 TAP US Molson Coors Beverage Co 20,396 $980,843.64 0.06% $980,843.64 0.06% 9,743.03 Consumer Staples United States
23333110 DTE US DTE Energy Co 7,186 $951,857.56 0.06% $951,857.56 0.06% 27,487.57 Utilities United States
00797310 AEIS US Advanced Energy Industries Inc 6,871 $910,407.50 0.05% $910,407.50 0.05% 5,021.75 Information Technology United States
62475810 MWA US Mueller Water Products Inc 36,297 $872,579.88 0.05% $872,579.88 0.05% 3,766.53 Industrials United States
80004C20 SNDK US Sandisk Corp/DE 19,203 $870,856.05 0.05% $870,856.05 0.05% 6,589.35 Information Technology United States
57632310 MTZ US MasTec Inc 4,898 $834,766.14 0.05% $834,766.14 0.05% 13,510.50 Industrials United States
92276F10 VTR US Ventas Inc REIT 11,575 $730,961.25 0.04% $730,961.25 0.04% 28,504.41 Real Estate United States
09739D10 BCC US Boise Cascade Holdings LLC 5,269 $457,454.58 0.03% $457,454.58 0.03% 3,282.58 Industrials United States
CASH CASH Cash & Cash Equivalents - $31,179,436.26 1.87% $31,179,436.26 1.87% - - -

*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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