Full & Historical Holdings
Research International Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 10-31-25)
|
Shares or Par Amount | Value | Percent of Net Assets | Value | Percent of Net Assets | Market Cap ($mm) |
Sectors
The sectors described and the associated portfolio composition are based on MFS' own sector classification methodology which differs from industry classification standards, including the standard that is associated with the benchmark composition presented. The variance in sector weights between the portfolio and the benchmark would be different if an industry classification standard was used. |
Country | |
| 642910 | 6501 JP | Hitachi Ltd | 14,983,000 | $517,030,653.43 | 2.93% | $517,030,653.43 | 2.93% | 158,099.68 | Technology | Japan | |
| 483410 | SU FP | Schneider Electric SE | 1,779,021 | $504,649,843.55 | 2.86% | $504,649,843.55 | 2.86% | 163,710.70 | Capital Goods | France | |
| 711038 | ROG SW | Roche Holding AG | 1,349,309 | $434,092,699.72 | 2.46% | $434,092,699.72 | 2.46% | 256,187.04 | Health Care | Switzerland | |
| 659101 | 8411 JP | Mizuho Financial Group Inc | 11,557,400 | $386,146,600.48 | 2.19% | $386,146,600.48 | 2.19% | 83,506.02 | Financial Services | Japan | |
| BM8PJY | NWG LN | NatWest Group PLC | 43,353,798 | $332,610,685.09 | 1.89% | $332,610,685.09 | 1.89% | 61,692.79 | Financial Services | United Kingdom | |
| 313486 | BARC LN | Barclays PLC | 61,884,415 | $330,881,052.86 | 1.88% | $330,881,052.86 | 1.88% | 74,522.41 | Financial Services | United Kingdom | |
| 688910 | 2330 TT | Taiwan Semiconductor Manufacturing Co Ltd | 6,385,326 | $311,570,508.44 | 1.77% | $311,570,508.44 | 1.77% | 1,265,375.96 | Technology | Taiwan | |
| G5495010 | LIN US | Linde PLC | 702,957 | $294,046,913.10 | 1.67% | $294,046,913.10 | 1.67% | 196,145.05 | Capital Goods | United States | |
| BD1RP6 | BIRG ID | Bank of Ireland Group PLC | 17,819,058 | $291,347,661.23 | 1.65% | $291,347,661.23 | 1.65% | 15,579.84 | Financial Services | Ireland | |
| 406141 | MC FP | LVMH Moet Hennessy Louis Vuitton SE | 412,414 | $290,973,363.12 | 1.65% | $290,973,363.12 | 1.65% | 351,136.59 | Consumer Cyclicals | France | |
| B929F4 | ASML NA | ASML Holding NV | 272,352 | $288,215,949.76 | 1.63% | $288,215,949.76 | 1.63% | 410,756.48 | Technology | Netherlands | |
| B11ZRK | LR FP | Legrand SA | 1,546,677 | $266,525,197.99 | 1.51% | $266,525,197.99 | 1.51% | 45,190.49 | Capital Goods | France | |
| BNBNSG | ENX FP | Euronext NV | 1,840,371 | $263,041,650.51 | 1.49% | $263,041,650.51 | 1.49% | 14,687.36 | Financial Services | France | |
| B15C55 | TTE FP | TotalEnergies SE | 4,218,237 | $262,313,039.87 | 1.49% | $262,313,039.87 | 1.49% | 137,217.54 | Energy | France | |
| BYQP13 | ABN NA | ABN AMRO Bank NV | 8,529,296 | $254,728,802.52 | 1.44% | $254,728,802.52 | 1.44% | 24,879.13 | Financial Services | Netherlands | |
| 028758 | BATS LN | British American Tobacco PLC | 4,625,628 | $237,233,880.14 | 1.35% | $237,233,880.14 | 1.35% | 112,056.64 | Consumer Staples | United Kingdom | |
| B09DHL | MTX GY | MTU Aero Engines AG | 543,745 | $236,973,295.63 | 1.34% | $236,973,295.63 | 1.34% | 23,457.63 | Capital Goods | Germany | |
| BYQ0JC | BEZ LN | Beazley PLC | 18,927,043 | $231,363,766.70 | 1.31% | $231,363,766.70 | 1.31% | 7,331.92 | Financial Services | United Kingdom | |
| 682150 | 6758 JP | Sony Group Corp | 8,088,100 | $227,354,806.31 | 1.29% | $227,354,806.31 | 1.29% | 172,869.89 | Consumer Cyclicals | Japan | |
| 289722 | TD CN | Toronto-Dominion Bank | 2,697,268 | $221,466,174.38 | 1.26% | $221,466,174.38 | 1.26% | 140,174.41 | Financial Services | Canada | |
| BDR05C | NG/ LN | National Grid PLC | 14,627,588 | $219,065,390.85 | 1.24% | $219,065,390.85 | 1.24% | 74,303.56 | Energy | United Kingdom | |
| BRJL17 | UBSG SW | UBS Group AG | 5,712,941 | $218,153,062.35 | 1.24% | $218,153,062.35 | 1.24% | 127,600.88 | Financial Services | Switzerland | |
| 689567 | 8035 JP | Tokyo Electron Ltd | 931,500 | $206,597,041.07 | 1.17% | $206,597,041.07 | 1.17% | 104,603.25 | Technology | Japan | |
| 57636Q10 | MA US | Mastercard Inc | 372,568 | $205,653,810.32 | 1.17% | $205,653,810.32 | 1.17% | 496,791.00 | Financial Services | United States | |
| 659704 | 6503 JP | Mitsubishi Electric Corp | 7,329,400 | $205,314,514.31 | 1.16% | $205,314,514.31 | 1.16% | 59,195.98 | Capital Goods | Japan | |
| B0J7D9 | 4568 JP | Daiichi Sankyo Co Ltd | 8,562,500 | $203,853,173.06 | 1.16% | $203,853,173.06 | 1.16% | 45,100.07 | Health Care | Japan | |
| 567173 | SAN FP | Sanofi SA | 2,000,287 | $201,973,259.00 | 1.15% | $201,973,259.00 | 1.15% | 123,940.17 | Health Care | France | |
| BCRWZ1 | CFR SW | Cie Financiere Richemont SA | 1,010,052 | $199,186,396.27 | 1.13% | $199,186,396.27 | 1.13% | 115,944.24 | Consumer Cyclicals | Switzerland | |
| B0SWJX | LSEG LN | London Stock Exchange Group PLC | 1,512,073 | $188,430,881.07 | 1.07% | $188,430,881.07 | 1.07% | 65,793.12 | Financial Services | United Kingdom | |
| 416279 | HO FP | Thales SA | 658,109 | $187,290,769.76 | 1.06% | $187,290,769.76 | 1.06% | 58,608.86 | Capital Goods | France | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 69,766 | $183,602,643.24 | 1.04% | $183,602,643.24 | 1.04% | 55,770.82 | Technology | Canada | |
| BK1N46 | HDFCB IN | HDFC Bank Ltd | 16,386,649 | $182,249,754.93 | 1.03% | $182,249,754.93 | 1.03% | 170,872.65 | Financial Services | India | |
| B4TX8S | 1299 HK | AIA Group Ltd | 18,517,600 | $179,801,033.39 | 1.02% | $179,801,033.39 | 1.02% | 101,995.35 | Financial Services | Hong Kong | |
| G0403H10 | AON US | Aon PLC | 527,221 | $179,613,650.28 | 1.02% | $179,613,650.28 | 1.02% | 73,459.67 | Financial Services | United States | |
| 468232 | RI FP | Pernod Ricard SA | 1,827,610 | $178,976,282.87 | 1.01% | $178,976,282.87 | 1.01% | 24,704.51 | Consumer Staples | France | |
| B1FW75 | GALP PL | Galp Energia SGPS SA | 8,905,428 | $178,556,919.36 | 1.01% | $178,556,919.36 | 1.01% | 15,043.12 | Energy | Portugal | |
| 714505 | ENI IM | Eni SpA | 9,662,131 | $177,569,209.66 | 1.01% | $177,569,209.66 | 1.01% | 57,830.78 | Energy | Italy | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 506,951 | $171,699,234.19 | 0.97% | $171,699,234.19 | 0.97% | 92,191.76 | Technology | United States | |
| 730968 | BNP FP | BNP Paribas SA | 2,167,678 | $167,554,375.57 | 0.95% | $167,554,375.57 | 0.95% | 86,323.79 | Financial Services | France | |
| 686550 | 7269 JP | Suzuki Motor Corp | 11,149,700 | $166,981,426.25 | 0.95% | $166,981,426.25 | 0.95% | 29,422.27 | Capital Goods | Japan | |
| BLDBN4 | ATCOA SS | Atlas Copco AB | 9,886,395 | $166,659,420.46 | 0.94% | $166,659,420.46 | 0.94% | 82,083.91 | Capital Goods | Sweden | |
| 659730 | 8031 JP | Mitsui & Co Ltd | 6,572,000 | $162,135,773.15 | 0.92% | $162,135,773.15 | 0.92% | 71,686.65 | Capital Goods | Japan | |
| 624899 | 9433 JP | KDDI Corp | 9,976,900 | $159,354,612.61 | 0.90% | $159,354,612.61 | 0.90% | 66,889.80 | Communication Services | Japan | |
| 677172 | 005930 KS | Samsung Electronics Co Ltd | 2,073,561 | $156,453,979.65 | 0.89% | $156,453,979.65 | 0.89% | 504,477.22 | Technology | South Korea | |
| B3MSM2 | AMS SM | Amadeus IT Group SA | 1,984,618 | $151,711,638.27 | 0.86% | $151,711,638.27 | 0.86% | 34,437.85 | Technology | Spain | |
| B4T3BW | GLEN LN | Glencore PLC | 31,511,460 | $150,869,926.93 | 0.86% | $150,869,926.93 | 0.86% | 56,516.95 | Capital Goods | United Kingdom | |
| L8681T10 | SPOT US | Spotify Technology SA | 229,466 | $150,373,659.12 | 0.85% | $150,373,659.12 | 0.85% | 134,850.44 | Communication Services | Sweden | |
| BVZHXQ | HSX LN | Hiscox Ltd | 8,283,887 | $149,634,957.34 | 0.85% | $149,634,957.34 | 0.85% | 5,996.65 | Financial Services | United Kingdom | |
| BNXJZX | QIA GY | QIAGEN NV | 3,100,149 | $145,651,243.72 | 0.83% | $145,651,243.72 | 0.83% | 10,187.30 | Health Care | Germany | |
| 474184 | MRK GY | Merck KGaA | 1,105,337 | $144,542,866.33 | 0.82% | $144,542,866.33 | 0.82% | 56,855.10 | Health Care | Germany | |
| 680458 | 4063 JP | Shin-Etsu Chemical Co Ltd | 4,703,100 | $142,060,414.64 | 0.81% | $142,060,414.64 | 0.81% | 59,958.18 | Capital Goods | Japan | |
| 635694 | 6702 JP | Fujitsu Ltd | 5,351,700 | $139,982,497.57 | 0.79% | $139,982,497.57 | 0.79% | 54,173.24 | Technology | Japan | |
| 618549 | CSL AU | CSL Ltd | 1,180,852 | $137,914,716.25 | 0.78% | $137,914,716.25 | 0.78% | 56,662.07 | Health Care | Australia | |
| 05946030 | BBD US | Banco Bradesco SA ADR | 40,463,088 | $136,765,237.44 | 0.78% | $136,765,237.44 | 0.78% | 35,750.30 | Financial Services | Brazil | |
| BP6KMJ | NOVOB DC | Novo Nordisk AS | 2,795,653 | $136,331,745.94 | 0.77% | $136,331,745.94 | 0.77% | 216,473.15 | Health Care | Denmark | |
| 626986 | 7532 JP | Pan Pacific International Holdings Corp | 22,803,300 | $135,804,741.68 | 0.77% | $135,804,741.68 | 0.77% | 18,922.35 | Consumer Cyclicals | Japan | |
| 455710 | G1A GY | GEA Group AG | 1,856,422 | $132,667,898.73 | 0.75% | $132,667,898.73 | 0.75% | 11,634.51 | Capital Goods | Germany | |
| 094658 | WEIR LN | Weir Group PLC | 3,323,233 | $129,225,643.29 | 0.73% | $129,225,643.29 | 0.73% | 10,095.15 | Capital Goods | United Kingdom | |
| BMX86B | HLN LN | Haleon PLC | 27,778,156 | $129,218,751.09 | 0.73% | $129,218,751.09 | 0.73% | 41,430.86 | Consumer Staples | United Kingdom | |
| 625072 | 6367 JP | Daikin Industries Ltd | 1,090,500 | $127,193,157.48 | 0.72% | $127,193,157.48 | 0.72% | 34,188.07 | Capital Goods | Japan | |
| 567151 | WKL NA | Wolters Kluwer NV | 1,019,266 | $124,828,551.46 | 0.71% | $124,828,551.46 | 0.71% | 28,702.65 | Communication Services | Netherlands | |
| G9662910 | WTW US | Willis Towers Watson PLC | 398,729 | $124,842,049.90 | 0.71% | $124,842,049.90 | 0.71% | 30,072.32 | Financial Services | United States | |
| B0190C | 669 HK | Techtronic Industries Co Ltd | 10,491,000 | $122,588,851.50 | 0.70% | $122,588,851.50 | 0.70% | 21,393.69 | Capital Goods | Hong Kong | |
| BMWGTH | RBA CN | Ritchie Bros Auctioneers Inc | 1,217,862 | $120,835,389.77 | 0.69% | $120,835,389.77 | 0.69% | 18,415.04 | Capital Goods | Canada | |
| 78351320 | RYAAY US | Ryanair Holdings PLC ADR | 1,921,470 | $120,053,445.60 | 0.68% | $120,053,445.60 | 0.68% | 32,991.30 | Consumer Cyclicals | Ireland | |
| BD3VFW | CTEC LN | Convatec Group PLC | 36,890,227 | $118,345,891.93 | 0.67% | $118,345,891.93 | 0.67% | 6,406.75 | Health Care | United Kingdom | |
| 494290 | EOAN GY | E.ON SE | 6,326,636 | $117,699,287.34 | 0.67% | $117,699,287.34 | 0.67% | 49,138.49 | Energy | Germany | |
| 320898 | NXT LN | Next PLC | 622,252 | $116,895,700.69 | 0.66% | $116,895,700.69 | 0.66% | 23,000.83 | Consumer Cyclicals | United Kingdom | |
| 595607 | KPN NA | Koninklijke KPN NV | 25,005,948 | $115,811,239.76 | 0.66% | $115,811,239.76 | 0.66% | 18,010.99 | Communication Services | Netherlands | |
| BMQ5W1 | CPR IM | Davide Campari-Milano NV | 16,621,409 | $115,603,397.18 | 0.66% | $115,603,397.18 | 0.66% | 12,701.95 | Consumer Staples | Italy | |
| 528983 | EBS AV | Erste Group Bank AG | 1,113,289 | $115,170,122.78 | 0.65% | $115,170,122.78 | 0.65% | 42,467.85 | Financial Services | Austria | |
| 687010 | 1801 JP | Taisei Corp | 1,532,800 | $111,744,909.48 | 0.63% | $111,744,909.48 | 0.63% | 13,353.29 | Capital Goods | Japan | |
| BX90C0 | CLNX SM | Cellnex Telecom SA | 3,578,336 | $111,487,099.81 | 0.63% | $111,487,099.81 | 0.63% | 22,011.04 | Communication Services | Spain | |
| BWFGQN | SPX LN | Spirax Group PLC | 1,186,578 | $110,597,393.44 | 0.63% | $110,597,393.44 | 0.63% | 6,876.45 | Capital Goods | United Kingdom | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 46,227,300 | $108,781,237.37 | 0.62% | $108,781,237.37 | 0.62% | 12,393.03 | Financial Services | Brazil | |
| B62G7K | 8630 JP | Sompo Holdings Inc | 3,542,400 | $108,218,929.34 | 0.61% | $108,218,929.34 | 0.61% | 28,540.32 | Financial Services | Japan | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 4,824,293 | $101,671,989.45 | 0.58% | $101,671,989.45 | 0.58% | 12,207.78 | Capital Goods | Australia | |
| B1Y1SQ | JMT PL | Jeronimo Martins SGPS SA | 3,729,963 | $96,047,296.97 | 0.54% | $96,047,296.97 | 0.54% | 16,204.43 | Consumer Cyclicals | Portugal | |
| 609962 | RELIANCE | Reliance Industries Ltd | 5,683,041 | $95,157,746.93 | 0.54% | $95,157,746.93 | 0.54% | 226,589.89 | Energy | India | |
| B1JB4K | SY1 GY | Symrise AG | 1,138,654 | $94,209,063.09 | 0.53% | $94,209,063.09 | 0.53% | 11,564.35 | Capital Goods | Germany | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 9,979,600 | $93,206,717.18 | 0.53% | $93,206,717.18 | 0.53% | 27,778.30 | Communication Services | Thailand | |
| BJFFLV | CRDA LN | Croda International PLC | 2,396,411 | $90,887,527.32 | 0.52% | $90,887,527.32 | 0.52% | 5,295.89 | Capital Goods | United Kingdom | |
| 649374 | 2503 JP | Kirin Holdings Co Ltd | 6,403,300 | $89,935,389.33 | 0.51% | $89,935,389.33 | 0.51% | 12,837.28 | Consumer Staples | Japan | |
| 690054 | 6201 JP | Toyota Industries Corp | 820,300 | $89,556,469.40 | 0.51% | $89,556,469.40 | 0.51% | 35,573.74 | Capital Goods | Japan | |
| BF2DSG | SIKA SW | Sika AG | 452,057 | $88,304,890.21 | 0.50% | $88,304,890.21 | 0.50% | 31,348.05 | Capital Goods | Switzerland | |
| 648380 | 4452 JP | Kao Corp | 2,070,000 | $87,576,406.46 | 0.50% | $87,576,406.46 | 0.50% | 19,711.04 | Consumer Staples | Japan | |
| B798FW | NSISB DC | Novozymes AS | 1,425,237 | $85,176,111.31 | 0.48% | $85,176,111.31 | 0.48% | 27,825.26 | Consumer Staples | Denmark | |
| BJ2KSG | AKZA NA | Akzo Nobel NV | 1,278,329 | $84,635,882.55 | 0.48% | $84,635,882.55 | 0.48% | 11,328.86 | Capital Goods | Netherlands | |
| BPBPJ0 | ML FP | Cie Generale des Etablissements Michelin SCA | 2,645,530 | $84,437,059.58 | 0.48% | $84,437,059.58 | 0.48% | 22,654.23 | Capital Goods | France | |
| 688507 | 4543 JP | Terumo Corp | 4,944,900 | $79,944,314.78 | 0.45% | $79,944,314.78 | 0.45% | 23,936.24 | Health Care | Japan | |
| 071887 | RIO LN | Rio Tinto PLC | 1,074,438 | $77,434,297.54 | 0.44% | $77,434,297.54 | 0.44% | 117,129.59 | Capital Goods | United Kingdom | |
| 096970 | BAB LN | Babcock International Group PLC | 4,163,601 | $66,347,735.55 | 0.38% | $66,347,735.55 | 0.38% | 7,988.13 | Capital Goods | United Kingdom | |
| 625398 | ALL AU | Aristocrat Leisure Ltd | 1,595,410 | $66,129,592.94 | 0.38% | $66,129,592.94 | 0.38% | 25,926.39 | Consumer Cyclicals | Australia | |
| 649099 | 6861 JP | Keyence Corp | 177,100 | $65,928,408.28 | 0.37% | $65,928,408.28 | 0.37% | 90,538.09 | Capital Goods | Japan | |
| 615525 | 000810 KS | Samsung Fire & Marine Insurance Co Ltd | 212,331 | $65,796,902.26 | 0.37% | $65,796,902.26 | 0.37% | 14,257.89 | Financial Services | South Korea | |
| BL56KN | ATD CN | Alimentation Couche Tard Inc | 1,279,880 | $65,045,699.90 | 0.37% | $65,045,699.90 | 0.37% | 48,182.26 | Consumer Cyclicals | Canada | |
| 635652 | 4901 JP | FUJIFILM Holdings Corp | 2,760,700 | $64,131,503.47 | 0.36% | $64,131,503.47 | 0.36% | 28,895.47 | Capital Goods | Japan | |
| 609701 | 2 HK | CLP Holdings Ltd | 6,387,500 | $54,499,520.63 | 0.31% | $54,499,520.63 | 0.31% | 21,556.22 | Energy | Hong Kong | |
| 510740 | BEI GY | Beiersdorf AG | 513,848 | $54,324,554.21 | 0.31% | $54,324,554.21 | 0.31% | 25,647.93 | Consumer Staples | Germany | |
| 624730 | APA AU | APA Group | 8,797,099 | $52,839,546.42 | 0.30% | $52,839,546.42 | 0.30% | 7,899.60 | Energy | Australia | |
| BJT1GR | ALC SW | Alcon AG | 707,790 | $52,595,019.57 | 0.30% | $52,595,019.57 | 0.30% | 37,132.10 | Health Care | Switzerland | |
| 633517 | 8306 JP | Mitsubishi UFJ Financial Group Inc | 3,376,600 | $51,051,054.44 | 0.29% | $51,051,054.44 | 0.29% | 182,452.58 | Financial Services | Japan | |
| B9G6L8 | LEG GY | LEG Immobilien SE | 655,247 | $49,885,613.52 | 0.28% | $49,885,613.52 | 0.28% | 5,753.40 | Financial Services | Germany | |
| 585284 | AC FP | Accor SA | 909,466 | $46,282,267.73 | 0.26% | $46,282,267.73 | 0.26% | 12,467.93 | Consumer Cyclicals | France | |
| 653551 | 1193 HK | China Resources Gas Group Ltd | 15,946,300 | $43,833,830.04 | 0.25% | $43,833,830.04 | 0.25% | 6,360.85 | Energy | China | |
| B5B23W | 1928 HK | Sands China Ltd | 16,683,600 | $43,455,876.87 | 0.25% | $43,455,876.87 | 0.25% | 21,080.88 | Consumer Cyclicals | Hong Kong | |
| 627094 | 6146 JP | Disco Corp | 128,900 | $43,167,406.40 | 0.24% | $43,167,406.40 | 0.24% | 36,317.73 | Technology | Japan | |
| 664480 | 9843 JP | Nitori Holdings Co Ltd | 2,645,800 | $42,920,641.10 | 0.24% | $42,920,641.10 | 0.24% | 9,282.61 | Consumer Cyclicals | Japan | |
| 317430 | BRBY LN | Burberry Group PLC | 2,567,829 | $41,745,292.35 | 0.24% | $41,745,292.35 | 0.24% | 5,868.47 | Consumer Cyclicals | United Kingdom | |
| 617369 | 9697 JP | Capcom Co Ltd | 1,476,800 | $38,656,876.26 | 0.22% | $38,656,876.26 | 0.22% | 13,952.16 | Consumer Cyclicals | Japan | |
| 484628 | SAP GY | SAP SE | 112,874 | $29,201,891.30 | 0.17% | $29,201,891.30 | 0.17% | 317,829.16 | Technology | Germany | |
| 505160 | HTO GA | Hellenic Telecommunications Organization SA | 1,461,509 | $27,475,962.17 | 0.16% | $27,475,962.17 | 0.16% | 7,592.33 | Communication Services | Greece | |
| 664238 | 7951 JP | Yamaha Corp | 1,114,100 | $7,047,797.61 | 0.04% | $7,047,797.61 | 0.04% | 3,181.98 | Consumer Cyclicals | Japan | |
| CASH | CASH | Cash & Cash Equivalents | - | $493,607,065.77 | 2.80% | $492,601,328.63 | 2.79% | - | - | - | |
| CASH_DERV | CASH_DERV | Other | - | $0.00 | 0.00% | $1,005,737.13 | 0.01% | - | - | - | |
*Short positions, unlike long positions, lose value if the underlying asset gains value.
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.
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.
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.