Full & Historical Holdings

Mid Cap Value Fund


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Based on Market Value Based on Equivalent Exposure
CUSIP/SEDOL Ticker Securities
(on 07-31-25)
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
75473010 RJF US Raymond James Financial Inc 1,412,461 $236,064,606.93 1.39% $236,064,606.93 1.39% 33,719.23 Financials United States
91200810 USFD US US Foods Holding Corp 2,692,531 $224,368,608.23 1.32% $224,368,608.23 1.32% 19,278.40 Consumer Staples United States
74457310 PEG US Public Service Enterprise Group Inc 2,224,308 $199,720,615.32 1.18% $199,720,615.32 1.18% 44,805.21 Utilities United States
41651510 HIG US Hartford Insurance Group Inc 1,597,934 $198,767,010.26 1.17% $198,767,010.26 1.17% 35,112.19 Financials United States
55261F10 MTB US M&T Bank Corp 1,030,067 $194,373,642.90 1.15% $194,373,642.90 1.15% 30,289.38 Financials United States
G9662910 WTW US Willis Towers Watson PLC 603,655 $190,640,285.55 1.12% $190,640,285.55 1.12% 31,312.50 Financials United States
Y2573F10 FLEX US Flex Ltd 3,791,123 $189,063,304.01 1.11% $189,063,304.01 1.11% 18,761.69 Information Technology United States
G0176J10 ALLE US Allegion plc 1,108,203 $183,873,041.76 1.08% $183,873,041.76 1.08% 14,243.65 Industrials United States
G8705210 TEL US TE Connectivity PLC 869,621 $178,924,520.75 1.05% $178,924,520.75 1.05% 60,869.08 Information Technology United States
87612G10 TRGP US Targa Resources Corp 1,071,051 $178,233,596.91 1.05% $178,233,596.91 1.05% 36,187.68 Energy United States
66585910 NTRS US Northern Trust Corp 1,368,732 $177,935,160.00 1.05% $177,935,160.00 1.05% 24,860.33 Financials United States
00846U10 A US Agilent Technologies Inc 1,538,100 $176,589,261.00 1.04% $176,589,261.00 1.04% 32,613.47 Health Care United States
69331C10 PCG US PG&E Corp 12,569,513 $176,224,572.26 1.04% $176,224,572.26 1.04% 30,811.54 Utilities United States
12589610 CMS US CMS Energy Corp 2,350,809 $173,489,704.20 1.02% $173,489,704.20 1.02% 22,075.33 Utilities United States
21935010 GLW US Corning Inc 2,730,089 $172,650,828.36 1.02% $172,650,828.36 1.02% 54,163.25 Information Technology United States
49177J10 KVUE US Kenvue Inc 7,873,441 $168,806,575.04 1.00% $168,806,575.04 1.00% 41,162.87 Consumer Staples United States
31620M10 FIS US Fidelity National Information Services Inc 2,096,541 $166,486,320.81 0.98% $166,486,320.81 0.98% 41,769.66 Financials United States
38868910 GPK US Graphic Packaging Holding Co 7,393,655 $165,322,125.80 0.97% $165,322,125.80 0.97% 6,642.44 Materials United States
74586710 PHM US PulteGroup Inc 1,451,541 $163,908,009.72 0.97% $163,908,009.72 0.97% 22,312.88 Consumer Discretionary United States
01880210 LNT US Alliant Energy Corp 2,507,400 $163,006,074.00 0.96% $163,006,074.00 0.96% 16,699.53 Utilities United States
92974010 WAB US Westinghouse Air Brake Technologies Corp 843,418 $161,978,426.90 0.95% $161,978,426.90 0.95% 32,831.56 Industrials United States
03852U10 ARMK US Aramark 3,802,529 $161,835,634.24 0.95% $161,835,634.24 0.95% 11,183.92 Consumer Discretionary United States
16516773 EXE US Expand Energy Corp 1,524,211 $159,706,828.58 0.94% $159,706,828.58 0.94% 24,952.90 Energy United States
03073E10 COR US Cencora Inc 550,385 $157,454,140.80 0.93% $157,454,140.80 0.93% 55,449.02 Health Care United States
92565210 VICI US VICI Properties Inc REIT 4,813,628 $156,924,272.80 0.93% $156,924,272.80 0.93% 34,763.66 Real Estate United States
7591EP10 RF US Regions Financial Corp 6,122,072 $155,072,083.76 0.91% $155,072,083.76 0.91% 22,769.90 Financials United States
G3265R10 APTV US Aptiv PLC 2,210,791 $151,748,694.24 0.89% $151,748,694.24 0.89% 15,360.05 Consumer Discretionary United States
46982L10 J US Jacobs Solutions Inc 1,060,980 $150,521,232.60 0.89% $150,521,232.60 0.89% 17,078.17 Industrials United States
30225T10 EXR US Extra Space Storage Inc REIT 1,107,339 $148,782,068.04 0.88% $148,782,068.04 0.88% 28,518.31 Real Estate United States
G7S00T10 PNR US Pentair PLC 1,443,459 $147,521,509.80 0.87% $147,521,509.80 0.87% 16,753.77 Industrials United States
00108410 AGCO US AGCO Corp 1,237,383 $145,974,072.51 0.86% $145,974,072.51 0.86% 8,799.00 Industrials United States
71424F10 PR US Permian Resources Corp 10,273,678 $145,475,280.48 0.86% $145,475,280.48 0.86% 9,981.00 Energy United States
36168Q10 GFL US GFL Environmental Inc 2,881,857 $145,072,681.38 0.86% $145,072,681.38 0.86% 19,210.95 Industrials Canada
50243110 LHX US L3Harris Technologies Inc 526,736 $144,757,587.52 0.85% $144,757,587.52 0.85% 51,417.39 Industrials United States
89400J10 TRU US TransUnion 1,514,023 $144,119,849.37 0.85% $144,119,849.37 0.85% 18,543.01 Industrials United States
26614N10 DD US DuPont de Nemours Inc 1,993,267 $143,315,897.30 0.84% $143,315,897.30 0.84% 30,090.06 Materials United States
21871X10 CRBG US Corebridge Financial Inc 4,006,443 $142,469,113.08 0.84% $142,469,113.08 0.84% 19,668.38 Financials United States
52532710 LDOS US Leidos Holdings Inc 884,754 $141,250,976.10 0.83% $141,250,976.10 0.83% 20,549.97 Industrials United States
25278X10 FANG US Diamondback Energy Inc 938,174 $139,468,946.84 0.82% $139,468,946.84 0.82% 43,433.69 Energy United States
91913Y10 VLO US Valero Energy Corp 1,008,408 $138,464,502.48 0.82% $138,464,502.48 0.82% 42,655.90 Energy United States
15189T10 CNP US CenterPoint Energy Inc 3,551,384 $137,864,726.88 0.81% $137,864,726.88 0.81% 25,344.21 Utilities United States
24736170 DAL US Delta Air Lines Inc 2,560,466 $136,242,395.86 0.80% $136,242,395.86 0.80% 34,743.38 Industrials United States
11120U10 BRX US Brixmor Property Group Inc REIT 5,178,937 $135,325,623.81 0.80% $135,325,623.81 0.80% 7,998.39 Real Estate United States
72348410 PNW US Pinnacle West Capital Corp 1,486,091 $134,669,566.42 0.79% $134,669,566.42 0.79% 10,819.94 Utilities United States
92936U10 WPC US WP Carey Inc REIT 2,094,131 $134,359,444.96 0.79% $134,359,444.96 0.79% 14,050.48 Real Estate United States
27579R10 EWBC US East West Bancorp Inc 1,336,922 $134,026,430.50 0.79% $134,026,430.50 0.79% 13,816.98 Financials United States
02687478 AIG US American International Group Inc 1,703,113 $132,212,662.19 0.78% $132,212,662.19 0.78% 45,054.82 Financials United States
75875010 RRX US Regal Rexnord Corp 860,245 $131,514,255.60 0.78% $131,514,255.60 0.78% 10,141.38 Industrials United States
41086710 THG US Hanover Insurance Group Inc 763,603 $131,057,182.89 0.77% $131,057,182.89 0.77% 6,164.31 Financials United States
77829610 ROST US Ross Stores Inc 953,144 $130,142,281.76 0.77% $130,142,281.76 0.77% 44,701.01 Consumer Discretionary United States
29452E10 EQH US Equitable Holdings Inc 2,520,947 $129,450,628.45 0.76% $129,450,628.45 0.76% 15,730.61 Financials United States
12514G10 CDW US CDW Corp/DE 741,004 $129,216,277.52 0.76% $129,216,277.52 0.76% 22,965.85 Information Technology United States
81685110 SRE US Sempra 1,578,878 $128,962,755.04 0.76% $128,962,755.04 0.76% 53,269.28 Utilities United States
04621X10 AIZ US Assurant Inc 683,896 $128,093,720.80 0.76% $128,093,720.80 0.76% 9,518.40 Financials United States
87182910 SYY US Sysco Corp 1,601,365 $127,468,654.00 0.75% $127,468,654.00 0.75% 38,586.23 Consumer Staples United States
27743210 EMN US Eastman Chemical Co 1,733,043 $125,836,252.23 0.74% $125,836,252.23 0.74% 8,383.56 Materials United States
44857910 H US Hyatt Hotels Corp 886,335 $124,946,644.95 0.74% $124,946,644.95 0.74% 13,452.91 Consumer Discretionary United States
98920710 ZBRA US Zebra Technologies Corp 366,871 $124,376,606.42 0.73% $124,376,606.42 0.73% 17,336.80 Information Technology United States
48020Q10 JLL US Jones Lang LaSalle Inc 459,262 $124,166,074.32 0.73% $124,166,074.32 0.73% 12,845.61 Real Estate United States
86667410 SUI US Sun Communities Inc REIT 1,000,033 $124,034,092.99 0.73% $124,034,092.99 0.73% 15,831.40 Real Estate United States
37940X10 GPN US Global Payments Inc 1,535,991 $122,802,480.45 0.72% $122,802,480.45 0.72% 19,616.69 Financials United States
07588710 BDX US Becton Dickinson & Co 681,889 $121,546,714.25 0.72% $121,546,714.25 0.72% 51,087.77 Health Care United States
45073V10 ITT US ITT Corp 714,041 $121,358,408.36 0.72% $121,358,408.36 0.72% 13,375.85 Industrials United States
31488V10 FERG US Ferguson Enterprises Inc 542,098 $121,066,746.34 0.71% $121,066,746.34 0.71% 44,105.22 Industrials United States
44485910 HUM US Humana Inc 482,722 $120,617,746.14 0.71% $120,617,746.14 0.71% 30,052.32 Health Care United States
92908910 VOYA US Voya Financial Inc 1,723,274 $120,629,180.00 0.71% $120,629,180.00 0.71% 6,740.58 Financials United States
92276F10 VTR US Ventas Inc REIT 1,786,480 $120,015,726.40 0.71% $120,015,726.40 0.71% 30,497.64 Real Estate United States
28551210 EA US Electronic Arts Inc 780,692 $119,047,723.08 0.70% $119,047,723.08 0.70% 38,475.51 Communication Services United States
G2583910 CCEP US Coca-Cola Europacific Partners PLC 1,222,321 $118,467,351.32 0.70% $118,467,351.32 0.70% 44,674.98 Consumer Staples United Kingdom
29717810 ESS US Essex Property Trust Inc REIT 451,539 $117,481,417.02 0.69% $117,481,417.02 0.69% 16,756.64 Real Estate United States
50492210 LH US Labcorp Holdings Inc 447,707 $116,439,636.56 0.69% $116,439,636.56 0.69% 21,760.52 Health Care United States
G93A5A10 VIK US Viking Holdings Ltd 1,979,782 $116,252,799.04 0.69% $116,252,799.04 0.69% 26,021.36 Consumer Discretionary United States
53418710 LNC US Lincoln National Corp 3,041,423 $115,908,630.53 0.68% $115,908,630.53 0.68% 6,506.67 Financials United States
59522J10 MAA US Mid-America Apartment Communities Inc REIT 813,807 $115,910,531.01 0.68% $115,910,531.01 0.68% 16,674.42 Real Estate United States
45718710 INGR US Ingredion Inc 875,135 $115,115,257.90 0.68% $115,115,257.90 0.68% 8,459.47 Consumer Staples United States
04956010 ATO US Atmos Energy Corp 726,503 $113,276,347.76 0.67% $113,276,347.76 0.67% 24,765.84 Utilities United States
72651A20 PAGP US Plains GP Holdings LP 5,725,515 $112,220,094.00 0.66% $112,220,094.00 0.66% 3,875.78 Energy United States
11704310 BC US Brunswick Corp/DE 1,924,454 $112,176,423.66 0.66% $112,176,423.66 0.66% 3,833.56 Consumer Discretionary United States
N6596X10 NXPI US NXP Semiconductors NV 524,417 $112,104,622.09 0.66% $112,104,622.09 0.66% 53,894.54 Information Technology United States
14316J10 CG US Carlyle Group Inc 1,839,339 $111,574,303.74 0.66% $111,574,303.74 0.66% 21,906.50 Financials United States
G8473T10 STE US STERIS PLC 491,335 $111,282,464.15 0.66% $111,282,464.15 0.66% 22,280.04 Health Care United States
09702320 09702320 Boeing Co 1,562,173 $110,445,631.10 0.65% $110,445,631.10 0.65% 8,130.50 Industrials United States
01309110 ACI US Albertsons Cos Inc 5,689,727 $109,356,552.94 0.64% $109,356,552.94 0.64% 10,833.85 Consumer Staples United States
48242W10 KBR US KBR Inc 2,336,099 $109,189,267.26 0.64% $109,189,267.26 0.64% 6,063.86 Industrials United States
G8711010 FTI US TechnipFMC PLC 3,000,374 $109,123,602.38 0.64% $109,123,602.38 0.64% 14,948.67 Energy United States
50188920 LKQ US LKQ Corp 3,664,522 $107,993,463.34 0.64% $107,993,463.34 0.64% 7,582.63 Consumer Discretionary United States
78442P10 SLM US SLM Corp 3,365,883 $107,035,079.40 0.63% $107,035,079.40 0.63% 6,629.71 Financials United States
G3223R10 EG US Everest Group Ltd 318,306 $106,887,154.80 0.63% $106,887,154.80 0.63% 14,283.16 Financials United States
05361110 AVY US Avery Dennison Corp 630,970 $105,857,836.90 0.62% $105,857,836.90 0.62% 13,093.61 Materials United States
G0250X10 AMCR US Amcor PLC 11,255,243 $105,236,522.05 0.62% $105,236,522.05 0.62% 21,554.96 Materials United States
46014610 IP US International Paper Co 2,247,515 $105,048,851.10 0.62% $105,048,851.10 0.62% 24,674.12 Materials United States
G6700G10 NVT US nVent Electric PLC 1,335,032 $104,693,209.44 0.62% $104,693,209.44 0.62% 12,910.76 Industrials United States
42786610 HSY US Hershey Co 553,453 $103,014,206.89 0.61% $103,014,206.89 0.61% 37,709.38 Consumer Staples United States
45950610 IFF US International Flavors & Fragrances Inc 1,433,317 $101,808,506.51 0.60% $101,808,506.51 0.60% 18,168.79 Materials United States
M2246510 CHKP US Check Point Software Technologies Ltd 544,089 $101,309,371.80 0.60% $101,309,371.80 0.60% 20,178.31 Information Technology Israel
05550J10 BJ US BJ's Wholesale Club Holdings Inc 920,963 $97,529,981.70 0.58% $97,529,981.70 0.58% 13,984.20 Consumer Staples United States
91390310 UHS US Universal Health Services Inc 584,265 $97,250,909.25 0.57% $97,250,909.25 0.57% 10,726.04 Health Care United States
G4253H10 JHX US James Hardie Industries PLC 3,706,728 $96,152,524.32 0.57% $96,152,524.32 0.57% 15,008.93 Materials Australia
69371810 PCAR US PACCAR Inc 968,567 $95,655,676.92 0.56% $95,655,676.92 0.56% 51,858.88 Industrials United States
60819010 MHK US Mohawk Industries Inc 822,361 $94,168,558.11 0.56% $94,168,558.11 0.56% 7,122.52 Consumer Discretionary United States
31677310 FITB US Fifth Third Bancorp 2,261,526 $94,011,635.82 0.55% $94,011,635.82 0.55% 27,756.70 Financials United States
23719410 DRI US Darden Restaurants Inc 461,836 $93,138,466.12 0.55% $93,138,466.12 0.55% 23,602.25 Consumer Discretionary United States
68902V10 OTIS US Otis Worldwide Corp 1,081,958 $92,712,981.02 0.55% $92,712,981.02 0.55% 33,631.20 Industrials United States
65566310 NDSN US Nordson Corp 423,825 $90,787,553.25 0.54% $90,787,553.25 0.54% 12,104.79 Industrials United States
85450210 SWK US Stanley Black & Decker Inc 1,327,682 $89,817,687.30 0.53% $89,817,687.30 0.53% 10,471.70 Industrials United States
87265710 TPG US TPG Inc 1,569,190 $89,553,673.30 0.53% $89,553,673.30 0.53% 7,875.14 Financials United States
04418610 ASH US Ashland Inc 1,721,271 $88,748,732.76 0.52% $88,748,732.76 0.52% 2,356.60 Materials United States
68191910 OMC US Omnicom Group Inc 1,214,711 $87,519,927.55 0.52% $87,519,927.55 0.52% 13,957.74 Communication Services United States
29362U10 ENTG US Entegris Inc 1,110,025 $87,092,561.50 0.51% $87,092,561.50 0.51% 11,894.54 Information Technology United States
67034610 NUE US Nucor Corp 603,738 $86,376,795.66 0.51% $86,376,795.66 0.51% 33,013.55 Materials United States
30034W10 EVRG US Evergy Inc 1,212,385 $85,836,858.00 0.51% $85,836,858.00 0.51% 16,290.42 Utilities United States
12008R10 BLDR US Builders FirstSource Inc 647,475 $82,313,496.75 0.49% $82,313,496.75 0.49% 14,052.57 Industrials United States
G4705A10 ICLR US ICON PLC 472,726 $79,980,511.94 0.47% $79,980,511.94 0.47% 13,158.27 Health Care United States
01165910 ALK US Alaska Air Group Inc 1,489,001 $78,857,492.96 0.46% $78,857,492.96 0.46% 6,105.02 Industrials United States
76169C10 REXR US Rexford Industrial Realty Inc REIT 2,157,449 $78,811,611.97 0.46% $78,811,611.97 0.46% 8,646.47 Real Estate United States
19244610 CTSH US Cognizant Technology Solutions Corp 1,070,994 $76,854,529.44 0.45% $76,854,529.44 0.45% 35,373.52 Information Technology United States
87165B10 SYF US Synchrony Financial 1,102,871 $76,837,022.57 0.45% $76,837,022.57 0.45% 25,921.25 Financials United States
74360610 PB US Prosperity Bancshares Inc 1,148,238 $76,495,615.56 0.45% $76,495,615.56 0.45% 6,347.35 Financials United States
67421520 CHRD US Chord Energy Corp 690,302 $76,161,019.66 0.45% $76,161,019.66 0.45% 6,420.88 Energy United States
44565810 JBHT US JB Hunt Transport Services Inc 527,185 $75,940,999.25 0.45% $75,940,999.25 0.45% 13,943.94 Industrials United States
71404610 RVTY US Revvity Inc 861,241 $75,703,083.90 0.45% $75,703,083.90 0.45% 10,496.05 Health Care United States
05352A10 AVTR US Avantor Inc 5,582,513 $75,028,974.72 0.44% $75,028,974.72 0.44% 9,159.36 Health Care United States
36266G10 GEHC US GE HealthCare Technologies Inc 1,019,356 $72,700,469.92 0.43% $72,700,469.92 0.43% 32,562.00 Health Care United States
19723610 COLB US Columbia Banking System Inc 3,052,917 $72,659,424.60 0.43% $72,659,424.60 0.43% 5,003.07 Financials United States
34354P10 FLS US Flowserve Corp 1,277,092 $71,568,235.68 0.42% $71,568,235.68 0.42% 7,329.04 Industrials United States
57708110 MAT US Mattel Inc 4,040,891 $68,735,555.91 0.41% $68,735,555.91 0.41% 5,482.32 Consumer Discretionary United States
G4863A10 BRSL US Brightstar Lottery PLC 4,628,209 $68,682,621.56 0.40% $68,682,621.56 0.40% 3,012.52 Consumer Discretionary United States
44320110 HWM US Howmet Aerospace Inc 376,235 $67,635,765.95 0.40% $67,635,765.95 0.40% 72,627.08 Industrials United States
83088M10 SWKS US Skyworks Solutions Inc 938,840 $64,348,093.60 0.38% $64,348,093.60 0.38% 10,527.74 Information Technology United States
49904910 KNX US Knight-Swift Transportation Holdings Inc 1,421,087 $60,396,197.50 0.36% $60,396,197.50 0.36% 6,897.84 Industrials United States
13442910 CPB US The Campbell's Company 1,854,012 $59,180,063.04 0.35% $59,180,063.04 0.35% 9,516.31 Consumer Staples United States
09062X10 BIIB US Biogen Inc 456,139 $58,385,792.00 0.34% $58,385,792.00 0.34% 18,755.56 Health Care United States
65336K10 NXST US Nexstar Media Group Inc 304,892 $57,048,342.12 0.34% $57,048,342.12 0.34% 5,680.29 Communication Services United States
70557310 PEGA US Pegasystems Inc 942,892 $55,357,189.32 0.33% $55,357,189.32 0.33% 10,045.40 Information Technology United States
65122910 NWL US Newell Brands Inc 9,757,180 $54,737,779.80 0.32% $54,737,779.80 0.32% 2,343.30 Consumer Discretionary United States
87936910 TFX US Teleflex Inc 458,046 $54,736,497.00 0.32% $54,736,497.00 0.32% 5,338.66 Health Care United States
40621610 HAL US Halliburton Co 2,387,942 $53,489,900.80 0.32% $53,489,900.80 0.32% 19,107.20 Energy United States
11563720 BF/B US Brown-Forman Corp 1,829,492 $52,780,844.20 0.31% $52,780,844.20 0.31% 13,636.50 Consumer Staples United States
39890510 GPI US Group 1 Automotive Inc 93,386 $38,489,039.90 0.23% $38,489,039.90 0.23% 5,333.22 Consumer Discretionary United States
68622V10 OGN US Organon & Co 3,905,304 $37,881,448.80 0.22% $37,881,448.80 0.22% 2,521.57 Health Care United States
85423L10 SARO US StandardAero Inc 1,257,745 $35,908,619.75 0.21% $35,908,619.75 0.21% 9,548.89 Industrials United States
31684110 FIG US Figma Inc 210,315 $24,291,382.50 0.14% $24,291,382.50 0.14% 47,087.14 Information Technology United States
CASH CASH Cash & Cash Equivalents - $307,820,894.92 1.81% $307,820,894.92 1.81% - - -

*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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