Full & Historical Holdings

Emerging Markets Debt Local Currency 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
BYYCKC BYYCKC Brazil Notas do Tesouro Nacional Serie F 10% JAN 01 27 229,744,000 $39,606,107.81 8.81% $39,606,107.81 8.81% - Emerging Markets Brazil
SM11514R SM11514R CZK IRS 2Yr Receiver 3.050 DEC 22 27 806,069,000 $0.00 0.00% $36,544,363.11 8.13% - Emerging Markets Czech Republic
BLT1SS BLT1SS Mexican Bonos 7.75% NOV 23 34 3,943,000 $18,766,284.23 4.17% $18,766,388.52 4.17% - Emerging Markets Mexico
BJP4CY BJP4CY Colombian TES 5.75% NOV 03 27 83,570,700,000 $18,666,563.27 4.15% $18,666,563.27 4.15% - Emerging Markets Colombia
BMH24M BMH24M Malaysia Government Bond 3.582% JUL 15 32 61,083,000 $14,323,556.22 3.19% $14,323,556.22 3.19% - Emerging Markets Malaysia
BLNM9W BLNM9W India Government Bond 7.18% JUL 24 37 1,097,750,000 $14,039,091.52 3.12% $14,039,091.52 3.12% - Emerging Markets India
BPLM2X BPLM2X China Government Bond 2.88% FEB 25 33 88,070,000 $13,286,076.77 2.96% $13,286,076.77 2.96% - Emerging Markets China
BVFPYD BVFPYD Colombian TES 7.75% SEP 18 30 54,232,200,000 $11,766,511.19 2.62% $11,766,511.19 2.62% - Emerging Markets Colombia
SM11797R SM11797R INR IRS 2YR Receiver 5.524 DEC 17 27 990,682,000 $0.00 0.00% $11,737,271.41 2.61% - Emerging Markets India
B6797W B6797W Peru Government Bond 6.95% AUG 12 31 38,566,000 $11,582,452.45 2.58% $11,582,452.45 2.58% - Emerging Markets Peru
BYY9RY BYY9RY Republic of South Africa Government Bond 8.875% FEB 28 35 232,847,000 $11,414,190.95 2.54% $11,414,190.95 2.54% - Emerging Markets South Africa
BNHVZ1 BNHVZ1 China Development Bank 2.26% JUL 19 34 77,310,000 $11,269,005.73 2.51% $11,269,005.73 2.51% - Emerging Markets China
SM11638R SM11638R CNY IRS 5Yr Receiver DEC 18 29 75,627,000 $0.00 0.00% $10,644,958.70 2.37% - Emerging Markets China
BP4JP7 BP4JP7 Republic of South Africa Government Bond 8.25% MAR 31 32 197,976,000 $9,949,362.80 2.21% $9,948,930.00 2.21% - Emerging Markets South Africa
SM11793R SM11793R MYR IRS 5YR Receiver 3.274 MAR 19 31 42,054,000 $9,732,161.73 2.17% $9,732,161.73 2.17% - Emerging Markets Malaysia
BGW4KT BGW4KT Thailand Government Bond 3.3% JUN 17 38 267,195,000 $9,183,990.46 2.04% $9,183,990.46 2.04% - Emerging Markets Thailand
BQQ9K3 BQQ9K3 Romania Government Bond 8.75% OCT 30 28 37,160,000 $9,153,167.20 2.04% $9,153,167.20 2.04% - Emerging Markets Romania
B596VC B596VC Republic of South Africa Government Bond 7% FEB 28 31 186,209,000 $9,112,741.57 2.03% $9,112,741.58 2.03% - Emerging Markets South Africa
BP986776 BP986776 Republic of Poland Government Bond 1.75% APR 25 32 41,824,000 $9,032,170.13 2.01% $9,032,170.13 2.01% - Emerging Markets Poland
B6TC40 B6TC40 Mexican Bonos 7.75% MAY 29 31 1,786,000 $8,886,383.31 1.98% $8,886,383.31 1.98% - Emerging Markets Mexico
B75489 B75489 Thailand Government Bond 3.775% JUN 25 32 254,937,000 $8,727,205.02 1.94% $8,727,205.03 1.94% - Emerging Markets Thailand
BGWLKF BGWLKF Indonesia Treasury Bond 8.375% APR 15 39 124,811,000,000 $8,374,300.83 1.86% $8,374,300.83 1.86% - Emerging Markets Indonesia
BMXLJW BMXLJW Bonos de la Tesoreria de la Republica en pesos 5% OCT 01 28 7,665,000,000 $8,097,427.37 1.80% $8,097,427.37 1.80% - Emerging Markets Chile
BT3DFF BT3DFF India Government Bond 7.23% APR 15 39 629,830,000 $7,994,811.16 1.78% $7,994,811.16 1.78% - Emerging Markets India
SM11690R SM11690R MXN Tiie 5Yr Receiver 7.905 DEC 18 30 155,727,000 $0.00 0.00% $7,921,615.18 1.76% - Emerging Markets Mexico
SM11488R SM11488R CZK IRS 2Yr Receiver 3.940 JUN 20 27 171,000,000 $0.00 0.00% $7,876,508.83 1.75% - Emerging Markets Czech Republic
BFYN3F BFYN3F Czech Republic Government Bond 2% OCT 13 33 188,740,000 $7,476,075.91 1.66% $7,476,075.91 1.66% - Emerging Markets Czech Republic
SM11584R SM11584R THB IRS 5Yr Receiver 2.250 SEP 18 29 240,000,000 $0.00 0.00% $7,472,690.27 1.66% - Emerging Markets Thailand
BMVN6M BMVN6M Malaysia Government Bond 4.065% JUN 15 50 30,787,000 $7,265,416.62 1.62% $7,265,416.62 1.62% - Emerging Markets Malaysia
BSMTC4 BSMTC4 Indonesia Treasury Bond 6.75% JUL 15 35 118,383,000,000 $7,202,287.60 1.60% $7,202,287.60 1.60% - Emerging Markets Indonesia
SM11757R SM11757R THB IRS 5YR Receiver 1.783 JUN 19 30 230,000,000 $0.00 0.00% $7,010,650.97 1.56% - Emerging Markets Thailand
BM9GGQ BM9GGQ Republic of Poland Government Bond 1.25% OCT 25 30 30,559,000 $6,818,875.65 1.52% $6,818,875.65 1.52% - Emerging Markets Poland
B4XH54 B4XH54 Mexican Bonos 8.5% MAY 31 29 1,298,000 $6,801,772.40 1.51% $6,801,772.40 1.51% - Emerging Markets Mexico
SM11743R SM11743R INR IRS 5YR RECEIVER 558,000,000 $0.00 0.00% $6,756,586.94 1.50% - Emerging Markets India
BK5HHR BK5HHR Indonesia Treasury Bond 7% SEP 15 30 108,468,000,000 $6,682,414.33 1.49% $6,682,414.33 1.49% - Emerging Markets Indonesia
BL53JN BL53JN Indonesia Treasury Bond 6.375% APR 15 32 105,726,000,000 $6,253,481.99 1.39% $6,253,481.99 1.39% - Emerging Markets Indonesia
BNHWY9 BNHWY9 Hungary Government Bond 4.5% MAR 23 28 2,253,170,000 $6,057,761.15 1.35% $6,057,761.15 1.35% - Emerging Markets Hungary
SM11527R SM11527R HUF IRS 5Yr Receiver 6.050 DEC 20 33 2,205,927,000 $0.00 0.00% $6,052,795.20 1.35% - Emerging Markets Hungary
BH6XNR BH6XNR Republic of South Africa Government Bond 8% JAN 31 30 113,135,000 $6,014,213.64 1.34% $6,014,213.64 1.34% - Emerging Markets South Africa
SM11554R SM11554R THB IRS 5Yr Receiver 2.201 SEP 18 39 190,000,000 $0.00 0.00% $5,903,659.46 1.31% - Emerging Markets Thailand
SM11705R SM11705R INR IRS 5Yr Receiver 5.943 JUN 18 30 491,000,000 $0.00 0.00% $5,889,991.10 1.31% - Emerging Markets India
SM11528R SM11528R PLN IRS 5Yr Receiver 3.860 DEC 17 31 21,083,000 $0.00 0.00% $5,548,216.86 1.23% - Emerging Markets Poland
SM11635R SM11635R CNY IRS 5Yr Receiver DEC 18 29 38,296,000 $0.00 0.00% $5,396,116.61 1.20% - Emerging Markets China
SM11752R SM11752R INR IRS 5Yr Receiver 6.070 JUN 18 30 445,700,000 $0.00 0.00% $5,375,302.56 1.20% - Emerging Markets India
SM11756R SM11756R MXN TIIE 2Yr Receiver 8.593 MAR 21 29 95,700,000 $0.00 0.00% $4,951,946.66 1.10% - Emerging Markets Mexico
B3WVJB B3WVJB Philippine Government Bond 8% JUL 19 31 244,410,000 $4,914,988.16 1.09% $4,914,988.16 1.09% - Emerging Markets Philippines
BJH541 BJH541 Hungary Government Bond 3% AUG 21 30 1,878,930,000 $4,589,896.59 1.02% $4,590,064.27 1.02% - Emerging Markets Hungary
BSPSXS BSPSXS Bonos de la Tesoreria de la Republica en pesos 5.8% OCT 01 29 4,030,000,000 $4,341,819.16 0.97% $4,342,100.96 0.97% - Emerging Markets Chile
BPK4YJ BPK4YJ Indonesia Treasury Bond 6.375% AUG 15 28 70,547,000,000 $4,286,571.17 0.95% $4,286,571.17 0.95% - Emerging Markets Indonesia
BQYLFW BQYLFW Asian Infrastructure Investment Bank RegS 6.65% JUN 30 33 339,800,000 $4,224,214.51 0.94% $4,224,214.51 0.94% - Emerging Markets Supranational
BQXQSG BQXQSG Mexican Bonos 7.5% MAY 26 33 864,000 $4,115,879.15 0.92% $4,115,879.15 0.92% - Emerging Markets Mexico
BHPGGV BHPGGV Colombian TES 7.25% OCT 18 34 22,220,400,000 $4,053,758.29 0.90% $4,053,758.29 0.90% - Emerging Markets Colombia
SM11646R SM11646R CNY IRS 5Yr Receiver 1.780 DEC 18 29 28,000,000 $0.00 0.00% $3,926,447.58 0.87% - Emerging Markets China
SM11691R SM11691R MXN Tiie 5Yr Receiver 7.850 DEC 18 30 75,855,000 $0.00 0.00% $3,850,109.69 0.86% - Emerging Markets Mexico
BR2QRD BR2QRD European Investment Bank RegS 7.4% OCT 23 33 298,200,000 $3,840,497.79 0.85% $3,840,497.79 0.85% - Emerging Markets Supranational
BDH483 BDH483 Uruguay Government International Bond RegS 8.5% MAR 15 28 162,938,000 $3,805,807.85 0.85% $3,805,807.85 0.85% - Emerging Markets Uruguay
BSCB8W BSCB8W European Bank for Reconstruction & Development 6.875% JUL 30 31 296,200,000 $3,726,519.85 0.83% $3,726,519.85 0.83% - Emerging Markets Supranational
91282CLE 91282CLE US Treasury Inflation Indexed Bonds 1.875% JUL 15 34 3,569,284 $3,592,673.71 0.80% $3,592,673.71 0.80% - U.S. Governments United States
BNKC1P BNKC1P Romania Government Bond 8% APR 29 30 14,215,000 $3,297,390.26 0.73% $3,297,390.26 0.73% - Emerging Markets Romania
BRJH2Z BRJH2Z Republic of Poland Government Bond 5% OCT 25 34 12,102,000 $3,235,349.28 0.72% $3,235,349.27 0.72% - Emerging Markets Poland
SM11799R SM11799R Brazil CDI Index Swaps BRL CDI 14.020 JAN 02 31 36,492,000 $0.00 0.00% $3,126,461.90 0.70% - Emerging Markets Brazil
BGYT9F BGYT9F Philippine Government Bond 6.875% JAN 10 29 160,830,000 $3,032,521.06 0.67% $3,032,521.06 0.67% - Emerging Markets Philippines
BQ233363 BQ233363 Colombian TES 7% MAR 26 31 15,462,100,000 $2,995,166.67 0.67% $2,995,166.67 0.67% - Emerging Markets Colombia
BRYR4T BRYR4T Thailand Government Bond 2.98% JUN 17 45 88,500,000 $2,870,185.87 0.64% $2,870,185.87 0.64% - Emerging Markets Thailand
SM11686R SM11686R THB IRS 5Yr Receiver 2.022 DEC 19 29 92,000,000 $0.00 0.00% $2,839,716.06 0.63% - Emerging Markets Thailand
SM11568R SM11568R HUF IRS 5Yr Receiver 6.175 DEC 20 33 1,000,000,000 $0.00 0.00% $2,755,956.51 0.61% - Emerging Markets Hungary
BS2L4H BS2L4H Philippine Government Bond 6.125% JAN 18 31 147,000,000 $2,694,563.86 0.60% $2,694,563.86 0.60% - Emerging Markets Philippines
BJHC61 BJHC61 Republic of Poland Government Bond 2.75% OCT 25 29 10,211,000 $2,544,669.71 0.57% $2,544,669.71 0.57% - Emerging Markets Poland
BP6MJ1 BP6MJ1 Turkiye Government Bond 26.2% OCT 05 33 111,560,000 $2,440,816.48 0.54% $2,440,816.48 0.54% - Emerging Markets Turkey
BT05C7 BT05C7 Republic of Poland Government Bond 5% JAN 25 30 8,864,000 $2,410,683.13 0.54% $2,410,683.13 0.54% - Emerging Markets Poland
716743AW 716743AW Petronas Capital Ltd 144A 5.34% APR 03 35 2,331,000 $2,377,778.21 0.53% $2,377,778.21 0.53% - Emerging Markets Malaysia
BPDZRR BPDZRR Republic of Poland Government Bond 2% AUG 25 36 9,350,176 $2,267,465.59 0.50% $2,267,492.33 0.50% - Emerging Markets Poland
470160CF 470160CF Jamaica Government International Bond 9.625% NOV 03 30 320,500,000 $2,179,044.66 0.48% $2,179,044.66 0.48% - Emerging Markets Jamaica
SM11801R SM11801R Brazil CDI Index Swaps BRL CDI 13.75 JAN 02 31 20,172,000 $0.00 0.00% $2,147,047.38 0.48% - Emerging Markets Brazil
SM11596R SM11596R PLN IRS 5Yr Receiver 5.195 DEC 17 31 7,250,000 $0.00 0.00% $2,014,697.39 0.45% - Emerging Markets Poland
B3F15T B3F15T Eskom Holdings SOC Ltd 7.85% APR 02 26 36,000,000 $1,917,088.30 0.43% $1,917,088.30 0.43% - Emerging Markets South Africa
BG7P9X BG7P9X Bonos de la Tesoreria de la Republica en pesos 4.7% SEP 01 30 1,820,000,000 $1,871,292.66 0.42% $1,871,292.65 0.42% - Emerging Markets Chile
BMXP4M BMXP4M China Government Bond 3.19% APR 15 53 10,310,000 $1,806,931.49 0.40% $1,806,931.49 0.40% - Emerging Markets China
BMFY8K BMFY8K Czech Republic Government Bond 1.5% APR 24 40 57,500,000 $1,792,522.29 0.40% $1,792,522.28 0.40% - Emerging Markets Czech Republic
BNXJ2R BNXJ2R Republic of Uzbekistan International Bond 144A 5.1% FEB 25 29 1,473,000 $1,713,932.98 0.38% $1,713,932.98 0.38% - Emerging Markets Uzbekistan
05709VAA 05709VAA Baiterek National Managing Holding JSC 144A 5.45% MAY 08 28 1,647,000 $1,639,813.12 0.36% $1,639,813.12 0.36% - Emerging Markets Kazakhstan
SM11777R SM11777R Brazil CDI Index Swaps BRL CDI 14.47 JAN 02 29 14,000,000 $0.00 0.00% $1,539,243.90 0.34% - Emerging Markets Brazil
62828L2C 62828L2C Muthoot Finance Ltd 144A 7.125% FEB 14 28 1,515,000 $1,528,528.05 0.34% $1,528,528.05 0.34% - Emerging Markets India
BQXS45 BQXS45 Indonesia Treasury Bond 6.5% JUL 15 30 24,703,000,000 $1,509,179.41 0.34% $1,509,179.41 0.34% - Emerging Markets Indonesia
55407NAA 55407NAA Ma'aden Sukuk Ltd 144A 5.25% FEB 13 30 1,465,000 $1,505,384.20 0.33% $1,505,384.19 0.33% - Emerging Markets Saudi Arabia
BQHP8P BQHP8P EPH Financing International AS RegS 6.651% NOV 13 28 1,161,000 $1,454,362.24 0.32% $1,454,362.24 0.32% - Emerging Markets Czech Republic
BYMSY9 BYMSY9 International Bank for Reconstruction & Development 0% MAY 29 35 59,140,000 $1,280,189.82 0.28% $1,280,189.82 0.28% - Emerging Markets Supranational
BTZJR0 BTZJR0 Albania Government International Bond 144A 4.75% FEB 14 35 1,147,000 $1,251,208.91 0.28% $1,251,208.91 0.28% - Emerging Markets Albania
YS636608 YS636608 Asian Infrastructure Investment Bank RegS 7% JAN 23 32 94,400,000 $1,151,224.97 0.26% $1,151,224.97 0.26% - Emerging Markets Supranational
BN46LZ BN46LZ European Bank for Reconstruction & Development 6.75% JAN 13 32 94,000,000 $1,145,796.25 0.25% $1,145,796.25 0.25% - Emerging Markets Supranational
00111VAD 00111VAD AES Andes SA 144A 6.25% MAR 14 32 1,064,000 $1,072,475.31 0.24% $1,072,475.32 0.24% - Emerging Markets Chile
16882LAA 16882LAA Chile Electricity Lux Mpc II Sarl 144A 5.58% OCT 20 35 1,062,548 $1,057,187.38 0.24% $1,057,187.39 0.24% - Emerging Markets Chile
090978AA 090978AA Biocon Biologics Global PLC 144A 6.67% OCT 09 29 1,147,000 $1,038,727.46 0.23% $1,038,727.46 0.23% - Emerging Markets India
00402AAA 00402AAA Abu Dhabi Developmental Holding Co PJSC 144A 4.5% MAY 06 30 1,037,000 $1,031,763.15 0.23% $1,031,763.15 0.23% - Emerging Markets United Arab Emirates
BD216F BD216F Peru LNG Srl RegS 5.375% MAR 22 30 1,133,424 $1,031,516.73 0.23% $1,031,516.73 0.23% - Emerging Markets Peru
SM11794R SM11794R Brazil CDI Index Swaps BRL CDI 14.275 JAN 02 31 12,000,000 $0.00 0.00% $1,023,996.90 0.23% - Emerging Markets Brazil
21987DAH 21987DAH Corp Financiera de Desarrollo SA 144A 5.5% MAY 06 30 996,000 $998,450.39 0.22% $998,450.39 0.22% - Emerging Markets Peru
SM11489R SM11489R Brazil CDI Index Swaps BRL CDI 11.12 JAN 02 29 10,545,000 $0.00 0.00% $980,441.68 0.22% - Emerging Markets Brazil
699149BX 699149BX Paraguay Government International Bond 144A 8.5% MAR 04 35 7,712,000,000 $960,054.03 0.21% $960,054.03 0.21% - Emerging Markets Paraguay
48344FAB 48344FAB Kallpa Generacion SA 144A 5.875% JAN 30 32 896,000 $921,402.22 0.20% $921,402.22 0.20% - Emerging Markets Peru
204448AB 204448AB Cia de Minas Buenaventura SAA 144A 6.8% FEB 04 32 911,000 $919,147.38 0.20% $919,147.38 0.20% - Emerging Markets Peru
29246BAD 29246BAD Empresas Publicas de Medellin ESP 144A 8.375% NOV 08 27 4,009,000,000 $901,576.69 0.20% $901,576.69 0.20% - Emerging Markets Colombia
79911QAA 79911QAA SAN Miguel Industrias Pet SA 144A 3.75% AUG 02 28 945,000 $875,798.44 0.19% $875,798.44 0.19% - Emerging Markets Peru
546493 546493 Transnet SOC Ltd RegS 13.5% APR 18 28 14,800,000 $851,319.59 0.19% $851,319.59 0.19% - Emerging Markets South Africa
63890CAA 63890CAA Navoi Mining & Metallurgical Combinat 144A 6.7% OCT 17 28 785,000 $802,040.13 0.18% $802,040.13 0.18% - Emerging Markets Uzbekistan
25159XAE 25159XAE Development Bank of Kazakhstan JSC 144A 5.25% OCT 23 29 731,000 $724,208.03 0.16% $724,208.04 0.16% - Emerging Markets Kazakhstan
55407NAB 55407NAB Ma'aden Sukuk Ltd 144A 5.5% FEB 13 35 666,000 $685,004.75 0.15% $685,004.75 0.15% - Emerging Markets Saudi Arabia
63890CAB 63890CAB Navoi Mining & Metallurgical Combinat 144A 6.95% OCT 17 31 651,000 $657,537.20 0.15% $657,537.20 0.15% - Emerging Markets Uzbekistan
15239XAA 15239XAA Central American Bottling Corp 144A 5.25% APR 27 29 626,000 $599,423.82 0.13% $599,423.82 0.13% - Emerging Markets Guatemala
BV9GKM BV9GKM Petroleos Mexicanos 7.47% NOV 12 26 10,559,900 $532,121.72 0.12% $532,121.72 0.12% - Emerging Markets Mexico
BPVBYJ BPVBYJ Central American Bottling Corp RegS 5.25% APR 27 29 550,000 $526,650.32 0.12% $526,650.32 0.12% - Emerging Markets Guatemala
BB2D0Y BB2D0Y Red de Carreteras de Occidente SAB de CV 144A 9% JUN 10 28 6,923,100 $360,599.65 0.08% $360,599.65 0.08% - Emerging Markets Mexico
48129VAD 48129VAD Development Bank of Kazakhstan JSC 144A 5.625% APR 07 30 200,000 $198,787.03 0.04% $198,787.03 0.04% - Emerging Markets Kazakhstan
RXM25F00 RXM25F00 Euro Bund 10Yr Future JUN 06 25 -9 $0.00 0.00% $-1,343,582.76 -0.30% - Non U.S. Markets Germany
OEM25F00 OEM25F00 Euro BOBL Future JUN 06 25 -20 $0.00 0.00% $-2,710,456.91 -0.60% - Non U.S. Markets Germany
CASH CASH Cash & Cash Equivalents - $20,212,911.92 4.50% $20,154,322.82 4.48% - - -
CASH_DERV CASH_DERV Other - $-10,395,005.40 -2.31% $-165,569,317.21 -36.83% - - -

*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.

 

Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
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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