Full & Historical Holdings
Global New Discovery Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 08-31-26)
|
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 | |
| 36168Q10 | GFL US | GFL Environmental Inc | 28,317 | $1,197,525.93 | 1.78% | $1,197,525.93 | 1.78% | 15,814.51 | Industrials | Canada | |
| G8711010 | FTI US | TechnipFMC PLC | 14,113 | $1,103,639.85 | 1.64% | $1,102,930.95 | 1.64% | 30,697.32 | Energy | United States | |
| 613674 | 4684 JP | Obic Co Ltd | 34,600 | $1,101,352.11 | 1.64% | $1,101,352.11 | 1.64% | 15,660.85 | Information Technology | Japan | |
| 023188 | CWK LN | Cranswick PLC | 14,040 | $1,025,404.38 | 1.53% | $1,025,404.38 | 1.53% | 3,966.23 | Consumer Staples | United Kingdom | |
| 67929510 | OKTA US | Okta Inc | 5,736 | $992,557.44 | 1.48% | $992,557.44 | 1.48% | 30,342.04 | Information Technology | United States | |
| G8473T10 | STE US | STERIS PLC | 4,143 | $963,827.52 | 1.44% | $963,827.52 | 1.44% | 22,682.43 | Health Care | United States | |
| BP38QJ | 5831 JP | Shizuoka Financial Group Inc | 41,800 | $960,909.11 | 1.43% | $960,909.11 | 1.43% | 13,336.16 | Financials | Japan | |
| BVSS79 | ELIS FP | Elis SA | 34,401 | $956,606.05 | 1.43% | $956,606.05 | 1.43% | 6,474.94 | Industrials | France | |
| BNBNSG | ENX FP | Euronext NV | 5,002 | $947,622.92 | 1.41% | $947,622.92 | 1.41% | 19,271.10 | Financials | France | |
| 15986410 | CRL US | Charles River Laboratories International Inc | 3,258 | $939,085.92 | 1.40% | $939,085.92 | 1.40% | 13,760.25 | Health Care | United States | |
| BMD6RR | R3NK GY | RENK Group AG | 16,342 | $892,251.26 | 1.33% | $892,251.26 | 1.33% | 5,459.87 | Industrials | Germany | |
| BSBJ5M | ROSE LN | Rosebank Industries PLC | 187,658 | $889,968.06 | 1.33% | $889,968.07 | 1.33% | 4,687.59 | Industrials | United Kingdom | |
| 98379310 | XPO US | XPO Inc | 4,502 | $873,342.98 | 1.30% | $873,342.98 | 1.30% | 22,713.60 | Industrials | United States | |
| 525824 | SUBC NO | Subsea 7 SA | 23,640 | $872,355.53 | 1.30% | $872,355.53 | 1.30% | 11,055.74 | Energy | Norway | |
| 25765110 | DCI US | Donaldson Co Inc | 9,562 | $869,090.18 | 1.29% | $869,090.18 | 1.29% | 10,535.16 | Industrials | United States | |
| 87936010 | TDY US | Teledyne Technologies Inc | 1,415 | $867,324.25 | 1.29% | $867,324.25 | 1.29% | 28,413.71 | Information Technology | United States | |
| 584332 | SRT3 GY | Sartorius AG IPS | 2,914 | $843,481.37 | 1.26% | $843,481.37 | 1.26% | 19,985.92 | Health Care | Germany | |
| 548991 | FII FP | LISI SA | 11,872 | $837,048.24 | 1.25% | $837,048.24 | 1.25% | 3,281.23 | Industrials | France | |
| 74935Q10 | RBA US | RB Global Inc | 9,825 | $833,754.41 | 1.24% | $830,998.50 | 1.24% | 15,658.79 | Industrials | Canada | |
| 59522J10 | MAA US | Mid-America Apartment Communities Inc REIT | 6,444 | $830,309.40 | 1.24% | $830,309.40 | 1.24% | 14,949.43 | Real Estate | United States | |
| BTWQNZ | 429A JP | Tekscend Photomask Corp | 34,500 | $802,829.16 | 1.20% | $802,829.16 | 1.20% | 2,312.53 | Information Technology | Japan | |
| G0176J10 | ALLE US | Allegion plc | 5,075 | $787,893.75 | 1.17% | $787,893.75 | 1.17% | 13,205.41 | Industrials | United States | |
| BF02Z7 | ERO CN | ERO Copper Corp | 21,085 | $784,554.60 | 1.17% | $784,554.60 | 1.17% | 3,881.02 | Materials | Canada | |
| 14316J10 | CG US | Carlyle Group Inc | 15,980 | $773,272.20 | 1.15% | $773,272.20 | 1.15% | 17,242.94 | Financials | United States | |
| B0MBNC | AUB AU | AUB Group Ltd | 36,947 | $772,311.34 | 1.15% | $772,311.34 | 1.15% | 2,730.81 | Financials | Australia | |
| BNGDN8 | MRO LN | Melrose Industries PLC | 108,758 | $760,493.33 | 1.13% | $756,495.99 | 1.13% | 8,667.57 | Industrials | United Kingdom | |
| BN2BZT | BOCHGR GA | Bank of Cyprus Holdings PLC | 60,415 | $750,872.96 | 1.12% | $750,872.96 | 1.12% | 5,414.96 | Financials | Cyprus | |
| B06CMQ | 3769 JP | GMO Payment Gateway Inc | 12,700 | $750,790.61 | 1.12% | $750,790.61 | 1.12% | 4,525.88 | Financials | Japan | |
| 12201710 | BURL US | Burlington Stores Inc | 2,784 | $723,171.84 | 1.08% | $723,171.84 | 1.08% | 16,349.81 | Consumer Discretionary | United States | |
| 03852U10 | ARMK US | Aramark | 12,589 | $710,404.23 | 1.06% | $708,886.59 | 1.06% | 14,844.73 | Consumer Discretionary | United States | |
| 47102410 | JAN US | Janus Living Inc REIT | 23,801 | $708,079.75 | 1.06% | $708,079.75 | 1.06% | 6,901.20 | Real Estate | United States | |
| 57648520 | MTDR US | Matador Resources Co | 11,917 | $695,794.67 | 1.03% | $691,305.17 | 1.03% | 7,193.12 | Energy | United States | |
| BNRQW7 | TLC AU | Lottery Corp Ltd | 192,841 | $701,313.54 | 1.03% | $689,567.40 | 1.03% | 7,958.99 | Consumer Discretionary | Australia | |
| 620267 | 2395 TT | Advantech Co Ltd | 32,000 | $679,855.00 | 1.01% | $679,855.00 | 1.01% | 18,463.29 | Information Technology | Taiwan | |
| B1JB4K | SY1 GY | Symrise AG | 6,330 | $677,910.78 | 1.01% | $677,910.78 | 1.01% | 14,968.88 | Materials | Germany | |
| 12719030 | CACI US | CACI International Inc | 1,086 | $676,588.86 | 1.01% | $676,588.86 | 1.01% | 13,768.23 | Industrials | United States | |
| BNGN9Z | FBK IM | FinecoBank Banca Fineco SpA | 24,279 | $668,934.18 | 1.00% | $668,934.18 | 1.00% | 16,858.79 | Financials | Italy | |
| 46014610 | IP US | International Paper Co | 17,490 | $671,522.29 | 0.99% | $663,395.70 | 0.99% | 20,086.59 | Materials | United States | |
| 89400J10 | TRU US | TransUnion | 7,726 | $656,984.91 | 0.98% | $656,014.66 | 0.98% | 16,268.76 | Industrials | United States | |
| 698554 | 6845 JP | Azbil Corp | 65,700 | $626,492.70 | 0.93% | $626,492.70 | 0.93% | 5,162.35 | Information Technology | Japan | |
| G6700G10 | NVT US | nVent Electric PLC | 4,147 | $625,160.25 | 0.93% | $625,160.25 | 0.93% | 24,400.09 | Industrials | United States | |
| 43128410 | HIW US | Highwoods Properties Inc REIT | 20,420 | $635,109.50 | 0.93% | $624,852.00 | 0.93% | 3,375.37 | Real Estate | United States | |
| 78473010 | SSRM US | SSR Mining Inc | 16,508 | $621,288.80 | 0.93% | $620,865.88 | 0.93% | 7,762.52 | Materials | Canada | |
| 91200810 | USFD US | US Foods Holding Corp | 5,905 | $619,080.20 | 0.92% | $619,080.20 | 0.92% | 22,680.11 | Consumer Staples | United States | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 20,721 | $616,071.26 | 0.92% | $616,071.26 | 0.92% | 17,262.83 | Materials | Australia | |
| BWFGQN | SPX LN | Spirax Group PLC | 6,393 | $614,405.71 | 0.92% | $614,405.71 | 0.92% | 7,095.13 | Industrials | United Kingdom | |
| 648092 | 7476 JP | As One Corp | 38,400 | $607,068.54 | 0.90% | $607,068.54 | 0.90% | 1,185.88 | Health Care | Japan | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 190,400 | $599,253.01 | 0.89% | $596,016.25 | 0.89% | 15,797.25 | Financials | Brazil | |
| BJYRDP | GTT FP | Gaztransport Et Technigaz SA | 2,438 | $594,124.00 | 0.89% | $594,124.00 | 0.89% | 9,045.35 | Energy | France | |
| 00108410 | AGCO US | AGCO Corp | 4,999 | $592,938.29 | 0.88% | $591,431.69 | 0.88% | 8,285.45 | Industrials | United States | |
| B8B6WX | BRG NO | Borregaard ASA | 34,391 | $584,485.97 | 0.87% | $584,485.97 | 0.87% | 1,699.53 | Materials | Norway | |
| 588185 | EVD GY | CTS Eventim AG & Co KGaA | 8,472 | $575,678.12 | 0.86% | $575,678.12 | 0.86% | 6,523.26 | Communication Services | Germany | |
| 52661A10 | DRS US | Leonardo DRS Inc | 15,012 | $570,456.00 | 0.85% | $570,456.00 | 0.85% | 10,141.88 | Industrials | United States | |
| BZ0RDZ | 079550 KS | LIG Defense&Aerospace Co Ltd | 1,123 | $569,459.30 | 0.85% | $569,459.30 | 0.85% | 11,155.93 | Industrials | South Korea | |
| 48282T10 | KAI US | Kadant Inc | 1,857 | $555,502.98 | 0.83% | $555,502.98 | 0.83% | 3,532.58 | Industrials | United States | |
| 617149 | 4732 JP | USS Co Ltd | 44,400 | $554,061.97 | 0.83% | $554,061.97 | 0.83% | 5,914.99 | Consumer Discretionary | Japan | |
| 04339D10 | ARXS US | Arxis Inc | 10,614 | $549,486.78 | 0.82% | $549,486.78 | 0.82% | 21,612.68 | Industrials | United States | |
| 018266 | DPLM LN | Diploma PLC | 5,437 | $538,686.35 | 0.80% | $538,686.35 | 0.80% | 13,307.88 | Industrials | United Kingdom | |
| BYT934 | G24 GY | Scout24 SE | 5,787 | $536,406.81 | 0.80% | $536,406.81 | 0.80% | 6,673.80 | Communication Services | Germany | |
| B67C2G | 1972 HK | Swire Properties Ltd | 175,000 | $535,373.70 | 0.80% | $535,373.70 | 0.80% | 17,613.75 | Real Estate | Hong Kong | |
| 87305R10 | TTMI US | TTM Technologies Inc | 4,477 | $532,404.84 | 0.79% | $532,404.84 | 0.79% | 12,528.10 | Information Technology | United States | |
| 12503M10 | CBOE US | Cboe Global Markets Inc | 1,769 | $532,575.14 | 0.79% | $531,053.80 | 0.79% | 31,387.41 | Financials | United States | |
| B63QSB | GRG LN | Greggs PLC | 20,726 | $518,379.83 | 0.77% | $518,379.82 | 0.77% | 2,557.53 | Consumer Discretionary | United Kingdom | |
| 98983L10 | ZWS US | Zurn Elkay Water Solutions Corp | 10,763 | $515,660.83 | 0.77% | $514,471.40 | 0.77% | 7,938.19 | Industrials | United States | |
| 03820C10 | AIT US | Applied Industrial Technologies Inc | 1,583 | $512,860.34 | 0.76% | $512,860.34 | 0.76% | 11,923.44 | Industrials | United States | |
| 58988910 | MMSI US | Merit Medical Systems Inc | 5,615 | $509,055.90 | 0.76% | $509,055.90 | 0.76% | 5,413.35 | Health Care | United States | |
| 53220K50 | LGND US | Ligand Pharmaceuticals Inc | 1,766 | $501,720.60 | 0.75% | $501,720.60 | 0.75% | 5,663.71 | Health Care | United States | |
| 82907310 | SSD US | Simpson Manufacturing Co Inc | 2,747 | $501,629.67 | 0.75% | $501,629.67 | 0.75% | 7,484.21 | Industrials | United States | |
| 29472R10 | ELS US | Equity LifeStyle Properties Inc REIT | 7,865 | $499,034.25 | 0.74% | $499,034.25 | 0.74% | 12,313.40 | Real Estate | United States | |
| 680482 | 7309 JP | Shimano Inc | 4,000 | $501,417.56 | 0.74% | $497,429.67 | 0.74% | 10,760.65 | Consumer Discretionary | Japan | |
| 626316 | 9793 JP | Daiseki Co Ltd | 20,900 | $501,560.75 | 0.74% | $496,497.65 | 0.74% | 1,140.28 | Industrials | Japan | |
| BN85P6 | KXS CN | Kinaxis Inc | 3,856 | $492,701.06 | 0.73% | $492,701.06 | 0.73% | 3,481.75 | Information Technology | Canada | |
| BD3VFW | CTEC LN | Convatec Group PLC | 159,062 | $492,658.05 | 0.73% | $489,171.97 | 0.73% | 5,973.48 | Health Care | United Kingdom | |
| BZ3DNP | AGI CN | Alamos Gold Inc | 13,313 | $487,776.72 | 0.73% | $487,776.72 | 0.73% | 15,336.74 | Materials | Canada | |
| 689996 | 2875 JP | Toyo Suisan Kaisha Ltd | 7,400 | $485,921.75 | 0.72% | $485,921.75 | 0.72% | 7,281.01 | Consumer Staples | Japan | |
| 34354P10 | FLS US | Flowserve Corp | 6,141 | $485,691.69 | 0.72% | $485,691.69 | 0.72% | 10,065.07 | Industrials | United States | |
| 74360610 | PB US | Prosperity Bancshares Inc | 6,762 | $483,888.72 | 0.72% | $483,888.72 | 0.72% | 8,599.85 | Financials | United States | |
| 593240 | BC8 GY | Bechtle AG | 10,969 | $475,495.69 | 0.71% | $475,495.69 | 0.71% | 5,461.98 | Information Technology | Germany | |
| 49889410 | KNF US | Knife River Corp | 7,517 | $471,315.90 | 0.70% | $471,315.90 | 0.70% | 3,559.07 | Materials | United States | |
| 87162W10 | SNX US | TD SYNNEX Corp | 1,820 | $460,187.00 | 0.69% | $460,187.00 | 0.69% | 20,217.57 | Information Technology | United States | |
| BYP97J | 4980 JP | Dexerials Corp | 24,000 | $457,093.43 | 0.68% | $457,093.43 | 0.68% | 3,328.05 | Information Technology | Japan | |
| 094658 | WEIR LN | Weir PLC | 11,511 | $442,562.46 | 0.66% | $442,562.45 | 0.66% | 9,981.28 | Industrials | United Kingdom | |
| 82846H40 | QXO US | QXO Inc | 33,318 | $442,463.04 | 0.66% | $442,463.04 | 0.66% | 13,777.88 | Industrials | United States | |
| B00ZC7 | KARN SW | Kardex Holding AG | 1,371 | $438,428.28 | 0.65% | $438,428.28 | 0.65% | 2,471.96 | Industrials | Switzerland | |
| BM8NFJ | BREE LN | Breedon Group PLC | 90,292 | $434,327.09 | 0.65% | $434,327.09 | 0.65% | 1,669.59 | Materials | United Kingdom | |
| 697245 | 291 HK | China Resources Beer Holdings Co Ltd | 176,500 | $433,979.22 | 0.65% | $433,979.22 | 0.65% | 7,976.80 | Consumer Staples | China | |
| 621210 | 2360 TT | Chroma ATE Inc | 7,000 | $432,507.41 | 0.64% | $432,507.41 | 0.64% | 26,274.56 | Information Technology | Taiwan | |
| 317430 | BRBY LN | Burberry Group PLC | 29,166 | $427,452.27 | 0.64% | $427,452.27 | 0.64% | 5,290.91 | Consumer Discretionary | United Kingdom | |
| 629735 | DABUR IN | Dabur India Ltd | 106,187 | $426,131.46 | 0.63% | $426,131.46 | 0.63% | 7,118.94 | Consumer Staples | India | |
| B10LQP | TOTS3 BZ | TOTVS SA | 60,100 | $411,179.09 | 0.61% | $411,179.09 | 0.61% | 4,100.86 | Information Technology | Brazil | |
| 08160H10 | BHE US | Benchmark Electronics Inc | 5,757 | $404,601.96 | 0.60% | $404,601.96 | 0.60% | 2,524.45 | Information Technology | United States | |
| 28618M10 | ESI US | Element Solutions Inc | 11,292 | $401,317.68 | 0.60% | $401,317.68 | 0.60% | 8,660.78 | Materials | United States | |
| 91689610 | UEC US | Uranium Energy Corp | 32,091 | $392,793.84 | 0.59% | $392,793.84 | 0.59% | 6,057.24 | Energy | United States | |
| BRJNZ4 | ATRL CN | AtkinsRealis Group Inc | 6,479 | $392,760.67 | 0.59% | $392,680.83 | 0.59% | 10,634.99 | Industrials | Canada | |
| B0L0W3 | UPLL IN | UPL Ltd | 64,307 | $379,871.15 | 0.57% | $379,871.15 | 0.57% | 4,986.64 | Materials | India | |
| B23DZG | MULT3 BZ | Multiplan Empreendimentos Imobiliarios SA | 70,067 | $405,846.07 | 0.56% | $377,545.45 | 0.56% | 2,645.93 | Real Estate | Brazil | |
| 629210 | 2670 JP | ABC-Mart Inc | 22,100 | $380,922.38 | 0.56% | $375,942.10 | 0.56% | 4,212.23 | Consumer Discretionary | Japan | |
| 600245 | 522 HK | ASMPT Ltd | 18,100 | $374,621.78 | 0.56% | $374,621.78 | 0.56% | 8,680.63 | Information Technology | Hong Kong | |
| BMXPBZ | LTMC IM | Lottomatica Group Spa | 12,335 | $364,210.62 | 0.54% | $364,210.62 | 0.54% | 7,429.79 | Consumer Discretionary | Italy | |
| 81685010 | SMTC US | Semtech Corp | 2,727 | $362,581.92 | 0.54% | $362,581.92 | 0.54% | 12,408.57 | Information Technology | United States | |
| B292RC | 3092 JP | ZOZO Inc | 49,100 | $353,304.85 | 0.53% | $353,304.85 | 0.53% | 6,418.72 | Consumer Discretionary | Japan | |
| 92552V10 | VSAT US | Viasat Inc | 5,182 | $348,593.14 | 0.52% | $348,593.14 | 0.52% | 9,266.83 | Information Technology | United States | |
| 09264B10 | BXDC US | Blackstone Digital Infrastructure Trust Inc REIT | 17,128 | $343,587.68 | 0.51% | $343,587.68 | 0.51% | 2,019.04 | Real Estate | United States | |
| 19723610 | COLB US | Columbia Banking System Inc | 11,269 | $338,182.69 | 0.50% | $334,013.16 | 0.50% | 8,385.22 | Financials | United States | |
| 15643110 | CENX US | Century Aluminum Co | 7,029 | $321,717.33 | 0.48% | $321,717.33 | 0.48% | 4,530.92 | Materials | United States | |
| B13C2G | SELEC TI | Selcuk Ecza Deposu Ticaret ve Sanayi A.S. | 46,150 | $318,918.88 | 0.48% | $318,918.88 | 0.48% | 4,291.41 | Health Care | Turkey | |
| 612117 | LYC AU | Lynas Corp Ltd | 28,219 | $318,442.29 | 0.47% | $318,442.28 | 0.47% | 11,358.06 | Materials | Australia | |
| 03815J10 | AADX US | Applied Aerospace & Defense Inc | 19,279 | $254,482.80 | 0.38% | $254,482.80 | 0.38% | 2,275.60 | Industrials | United States | |
| 60782810 | MOD US | Modine Manufacturing Co | 1,096 | $195,559.28 | 0.29% | $195,559.28 | 0.29% | 9,476.90 | Industrials | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | $1,386,811.71 | 2.07% | $1,383,804.09 | 2.06% | - | - | - | |
| CASH_USD | CASH_USD | Us Dollars | - | $697,940.26 | 1.04% | $697,940.26 | - | - | - | United States | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | $624,804.95 | 0.94% | $624,884.07 | - | - | - | United States | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | $31,537.39 | 0.05% | $31,537.39 | - | - | - | Brazil | |
| CASH_JPY | CASH_JPY | Yen Japan | - | $15,144.49 | 0.02% | $15,144.49 | - | - | - | Japan | |
| CASH_AUD | CASH_AUD | Australian Dollar | - | $11,746.14 | 0.02% | $11,746.14 | - | - | - | Australia | |
| CASH_GBP | CASH_GBP | British Pounds | - | $7,483.45 | 0.01% | $7,483.45 | - | - | - | United Kingdom | |
| CASH_TWD | CASH_TWD | New Taiwan Dollar | - | $2,010.06 | 0.00% | $2,010.06 | - | - | - | Taiwan | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | $79.84 | 0.00% | $79.84 | - | - | - | Canada | |
| CASH_EUR | CASH_EUR | Euro | - | $14.26 | 0.00% | $14.26 | - | - | - | Germany | |
| CASH_NOK | CASH_NOK | Norwegian Krone | - | $6.21 | 0.00% | $6.21 | - | - | - | Norway | |
| CASH_KRW | CASH_KRW | South Korea Won | - | $0.02 | 0.00% | $0.02 | - | - | - | South Korea | |
| CAPUSD | CAPUSD | CAPUSD | - | $-7,042.11 | -0.01% | $-7,042.11 | - | - | - | United States | |
| CASH_DERV | - | Other | - | $-0.04 | - | $3,007.59 | 0.00% | - | - | Other | |
*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.