Full & Historical Holdings
Blended Research® Core Equity Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 09-30-26)
|
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 | |
| 67066G10 | NVDA US | NVIDIA Corp | 622,609 | $142,347,965.67 | 9.65% | $142,191,443.42 | 9.65% | 5,514,691.86 | Information Technology | United States | |
| 03783310 | AAPL US | Apple Inc | 336,593 | $112,092,200.86 | 7.61% | $112,092,200.86 | 7.61% | 4,865,076.86 | Information Technology | United States | |
| 59491810 | MSFT US | Microsoft Corp | 146,145 | $74,957,770.50 | 5.09% | $74,957,770.50 | 5.09% | 3,809,308.30 | Information Technology | United States | |
| 02313510 | AMZN US | Amazon.com Inc | 237,255 | $59,112,083.25 | 4.01% | $59,112,083.25 | 4.01% | 2,687,409.88 | Consumer Discretionary | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 153,815 | $52,924,665.20 | 3.59% | $52,924,665.20 | 3.59% | 4,208,098.40 | Communication Services | United States | |
| 11135F10 | AVGO US | Broadcom Inc | 109,325 | $38,393,846.75 | 2.61% | $38,393,846.75 | 2.61% | 1,676,581.06 | Information Technology | United States | |
| 47816010 | JNJ US | Johnson & Johnson | 129,025 | $34,158,078.50 | 2.32% | $34,158,078.50 | 2.32% | 637,996.58 | Health Care | United States | |
| 59511210 | MU US | Micron Technology Inc | 30,562 | $32,551,891.82 | 2.21% | $32,551,891.82 | 2.21% | 1,202,927.99 | Information Technology | United States | |
| 02079K10 | GOOG US | Alphabet Inc Class C | 85,324 | $29,073,299.76 | 1.97% | $29,073,299.76 | 1.97% | 4,167,250.20 | Communication Services | United States | |
| 57636Q10 | MA US | Mastercard Inc | 51,265 | $28,271,109.55 | 1.92% | $28,271,109.55 | 1.92% | 483,749.48 | Financials | United States | |
| 92826C83 | V US | Visa Inc | 77,259 | $27,761,476.47 | 1.89% | $27,761,476.47 | 1.89% | 671,947.10 | Financials | United States | |
| 30303M10 | META US | Meta Platforms Inc | 37,469 | $27,171,769.42 | 1.84% | $27,171,769.42 | 1.84% | 1,847,758.64 | Communication Services | United States | |
| 91913Y10 | VLO US | Valero Energy Corp | 67,830 | $26,291,586.30 | 1.79% | $26,291,586.30 | 1.79% | 111,604.93 | Energy | United States | |
| 79466L30 | CRM US | Salesforce Inc | 108,329 | $24,916,753.29 | 1.69% | $24,869,088.53 | 1.69% | 188,936.11 | Information Technology | United States | |
| 36828A10 | GEV US | GE Vernova Inc | 25,267 | $24,016,030.83 | 1.63% | $24,016,030.83 | 1.63% | 253,147.80 | Industrials | United States | |
| 04041320 | ANET US | Arista Networks Inc | 115,939 | $23,604,021.01 | 1.60% | $23,604,021.01 | 1.60% | 256,772.72 | Information Technology | United States | |
| 71708110 | PFE US | Pfizer Inc | 792,530 | $22,602,955.60 | 1.53% | $22,602,955.60 | 1.53% | 162,554.70 | Health Care | United States | |
| 17296742 | C US | Citigroup Inc | 166,180 | $21,516,986.40 | 1.46% | $21,516,986.40 | 1.46% | 217,194.52 | Financials | United States | |
| 66585910 | NTRS US | Northern Trust Corp | 121,972 | $20,765,113.44 | 1.40% | $20,657,177.92 | 1.40% | 30,985.43 | Financials | United States | |
| 12552310 | CI US | Cigna Group | 71,334 | $19,390,721.22 | 1.32% | $19,390,721.22 | 1.32% | 71,828.49 | Health Care | United States | |
| 36955010 | GD US | General Dynamics Corp | 57,651 | $19,130,331.33 | 1.30% | $19,130,331.33 | 1.30% | 89,779.00 | Industrials | United States | |
| 61174X10 | MNST US | Monster Beverage Corp | 454,226 | $18,904,886.12 | 1.28% | $18,904,886.12 | 1.28% | 81,535.74 | Consumer Staples | United States | |
| 69608A10 | PLTR US | Palantir Technologies Inc | 89,065 | $16,659,608.25 | 1.13% | $16,659,608.25 | 1.13% | 449,461.88 | Information Technology | United States | |
| 19416210 | CL US | Colgate-Palmolive Co | 195,144 | $16,649,686.08 | 1.13% | $16,649,686.08 | 1.13% | 68,014.80 | Consumer Staples | United States | |
| 71817210 | PM US | Philip Morris International Inc | 87,050 | $16,610,881.00 | 1.13% | $16,610,881.00 | 1.13% | 297,414.61 | Consumer Staples | United States | |
| 00790310 | AMD US | Advanced Micro Devices Inc | 27,137 | $16,601,331.12 | 1.13% | $16,601,331.12 | 1.13% | 998,682.97 | Information Technology | United States | |
| 03852U10 | ARMK US | Aramark | 309,963 | $16,598,518.65 | 1.13% | $16,598,518.65 | 1.13% | 14,117.12 | Consumer Discretionary | United States | |
| 03076C10 | AMP US | Ameriprise Financial Inc | 33,661 | $16,572,993.35 | 1.13% | $16,572,993.35 | 1.13% | 43,547.87 | Financials | United States | |
| 73317470 | BPOP US | Popular Inc | 103,471 | $16,178,211.05 | 1.09% | $16,084,566.95 | 1.09% | 9,928.13 | Financials | United States | |
| 37555810 | GILD US | Gilead Sciences Inc | 107,560 | $16,031,818.00 | 1.09% | $16,031,818.00 | 1.09% | 184,971.05 | Health Care | United States | |
| 67929510 | OKTA US | Okta Inc | 73,733 | $15,418,307.63 | 1.05% | $15,418,307.63 | 1.05% | 36,555.98 | Information Technology | United States | |
| 92974010 | WAB US | Westinghouse Air Brake Technologies Corp | 52,424 | $15,055,124.32 | 1.02% | $15,055,124.32 | 1.02% | 48,562.14 | Industrials | United States | |
| 28102010 | EIX US | Edison International | 274,628 | $14,755,762.44 | 1.00% | $14,755,762.44 | 1.00% | 20,676.05 | Utilities | United States | |
| G93A5A10 | VIK US | Viking Holdings Ltd | 172,443 | $13,507,460.19 | 0.92% | $13,507,460.19 | 0.92% | 34,985.15 | Consumer Discretionary | United States | |
| 69331C10 | PCG US | PG&E Corp | 1,027,189 | $12,634,424.70 | 0.85% | $12,583,065.25 | 0.85% | 26,979.00 | Utilities | United States | |
| 20825C10 | COP US | ConocoPhillips | 99,809 | $12,491,096.35 | 0.85% | $12,491,096.35 | 0.85% | 150,347.39 | Energy | United States | |
| 51280730 | LRCX US | Lam Research Corp | 36,088 | $11,867,177.92 | 0.81% | $11,855,268.88 | 0.81% | 411,105.40 | Information Technology | United States | |
| 11012210 | BMY US | Bristol-Myers Squibb Co | 170,566 | $10,643,318.40 | 0.72% | $10,643,318.40 | 0.72% | 127,483.20 | Health Care | United States | |
| 03209510 | APH US | Amphenol Corp | 122,650 | $10,354,726.25 | 0.70% | $10,339,395.00 | 0.70% | 207,881.00 | Information Technology | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 148,633 | $10,095,153.36 | 0.69% | $10,095,153.36 | 0.69% | 26,678.98 | Energy | United States | |
| G8994E10 | TT US | Trane Technologies PLC | 21,734 | $9,823,333.32 | 0.67% | $9,823,333.32 | 0.67% | 99,572.55 | Industrials | United States | |
| 64110L10 | NFLX US | Netflix Inc | 140,865 | $9,801,386.70 | 0.67% | $9,801,386.70 | 0.67% | 289,726.95 | Communication Services | United States | |
| 29452E10 | EQH US | Equitable Holdings Inc | 184,192 | $9,443,523.84 | 0.64% | $9,443,523.84 | 0.64% | 14,000.97 | Financials | United States | |
| G2918310 | ETN US | Eaton Corp PLC | 21,832 | $9,381,428.72 | 0.64% | $9,381,428.72 | 0.64% | 166,899.36 | Industrials | United States | |
| 80004C20 | SNDK US | Sandisk Corp | 5,316 | $9,249,255.24 | 0.63% | $9,249,255.24 | 0.63% | 254,752.95 | Information Technology | United States | |
| L8681T10 | SPOT US | Spotify Technology SA | 18,613 | $9,071,603.94 | 0.62% | $9,071,603.94 | 0.62% | 100,342.93 | Communication Services | Sweden | |
| 48248010 | KLAC US | KLA Corp | 46,474 | $9,059,176.82 | 0.62% | $9,059,176.82 | 0.62% | 254,770.20 | Information Technology | United States | |
| 00108410 | AGCO US | AGCO Corp | 76,227 | $8,707,410.21 | 0.59% | $8,707,410.21 | 0.59% | 7,999.72 | Industrials | United States | |
| 58155Q10 | MCK US | McKesson Corp | 9,785 | $8,370,015.47 | 0.57% | $8,354,530.85 | 0.57% | 99,546.02 | Health Care | United States | |
| 67103H10 | ORLY US | O'Reilly Automotive Inc | 97,373 | $8,316,627.93 | 0.56% | $8,316,627.93 | 0.56% | 69,708.74 | Consumer Discretionary | United States | |
| 25213110 | DXCM US | Dexcom Inc | 94,144 | $8,123,685.76 | 0.55% | $8,123,685.76 | 0.55% | 32,565.85 | Health Care | United States | |
| 88160R10 | TSLA US | Tesla Inc | 22,785 | $8,084,345.85 | 0.55% | $8,084,345.85 | 0.55% | 1,401,338.91 | Consumer Discretionary | United States | |
| 94974610 | WFC US | Wells Fargo & Co | 97,795 | $7,828,489.75 | 0.53% | $7,828,489.75 | 0.53% | 242,432.63 | Financials | United States | |
| 84615Q10 | SPCX US | Space Exploration Technologies Corp | 51,830 | $7,819,073.80 | 0.53% | $7,819,073.80 | 0.53% | 1,987,731.36 | Communication Services | United States | |
| 65163910 | NEM US | Newmont Corp | 67,577 | $7,794,331.18 | 0.53% | $7,794,331.18 | 0.53% | 122,145.06 | Materials | United States | |
| G7997R10 | STX US | Seagate Technology Holdings PLC | 8,341 | $7,699,410.28 | 0.52% | $7,693,237.94 | 0.52% | 209,733.68 | Information Technology | United States | |
| 87254010 | TJX US | TJX Cos Inc | 56,281 | $7,446,539.11 | 0.51% | $7,446,539.11 | 0.51% | 145,695.54 | Consumer Discretionary | United States | |
| 03822210 | AMAT US | Applied Materials Inc | 12,005 | $6,139,116.90 | 0.42% | $6,139,116.90 | 0.42% | 405,829.89 | Information Technology | United States | |
| 14912310 | CAT US | Caterpillar Inc | 7,533 | $6,107,681.07 | 0.41% | $6,107,681.07 | 0.41% | 372,699.89 | Industrials | United States | |
| 92532F10 | VRTX US | Vertex Pharmaceuticals Inc | 11,668 | $6,100,147.08 | 0.41% | $6,100,147.08 | 0.41% | 132,511.90 | Health Care | United States | |
| 08467070 | BRK/B US | Berkshire Hathaway Inc | 11,738 | $5,844,937.10 | 0.40% | $5,844,937.10 | 0.40% | 1,069,367.05 | Financials | United States | |
| 53245710 | LLY US | Eli Lilly & Co | 4,618 | $5,343,395.44 | 0.36% | $5,343,395.44 | 0.36% | 1,089,225.43 | Health Care | United States | |
| 25667710 | DG US | Dollar General Corp | 43,643 | $5,218,829.94 | 0.35% | $5,218,829.94 | 0.35% | 26,381.38 | Consumer Staples | United States | |
| G5960L10 | MDT US | Medtronic PLC | 57,869 | $5,035,181.69 | 0.34% | $4,993,516.01 | 0.34% | 110,455.26 | Health Care | United States | |
| 00906610 | ABNB US | Airbnb Inc | 30,105 | $4,836,368.25 | 0.33% | $4,836,368.25 | 0.33% | 94,783.50 | Consumer Discretionary | United States | |
| 26210C10 | DBX US | Dropbox Inc | 138,922 | $4,702,509.70 | 0.32% | $4,702,509.70 | 0.32% | 7,436.85 | Information Technology | United States | |
| 98980L10 | ZM US | Zoom Communications Inc | 50,394 | $4,574,263.38 | 0.31% | $4,574,263.38 | 0.31% | 26,534.61 | Information Technology | United States | |
| 75513E10 | RTX US | RTX Corp | 23,472 | $4,357,576.80 | 0.30% | $4,357,576.80 | 0.30% | 250,211.31 | Industrials | United States | |
| 29670E10 | EPRT US | Essential Properties Realty Trust Inc REIT | 167,960 | $4,388,794.80 | 0.29% | $4,335,047.60 | 0.29% | 5,582.01 | Real Estate | United States | |
| 61744644 | MS US | Morgan Stanley | 22,363 | $4,206,033.04 | 0.29% | $4,206,033.04 | 0.29% | 295,648.78 | Financials | United States | |
| 56585A10 | MPC US | Marathon Petroleum Corp | 10,523 | $4,161,004.66 | 0.28% | $4,161,004.66 | 0.28% | 111,903.86 | Energy | United States | |
| 45814010 | INTC US | Intel Corp | 32,578 | $3,916,852.94 | 0.27% | $3,916,852.94 | 0.27% | 635,548.46 | Information Technology | United States | |
| 92345Y10 | VRSK US | Verisk Analytics Inc | 22,976 | $3,856,521.60 | 0.26% | $3,856,521.60 | 0.26% | 21,846.68 | Industrials | United States | |
| 87256C10 | TKO US | TKO Group Holdings Inc | 21,417 | $3,849,063.24 | 0.26% | $3,849,063.24 | 0.26% | 13,358.23 | Communication Services | United States | |
| 53418710 | LNC US | Lincoln National Corp | 94,172 | $3,791,364.72 | 0.26% | $3,791,364.72 | 0.26% | 7,707.67 | Financials | United States | |
| 46625H10 | JPM US | JPMorgan Chase & Co | 11,375 | $3,763,191.25 | 0.26% | $3,763,191.25 | 0.26% | 879,407.77 | Financials | United States | |
| 43707610 | HD US | Home Depot Inc | 13,104 | $3,727,956.96 | 0.25% | $3,727,956.96 | 0.25% | 283,921.02 | Consumer Discretionary | United States | |
| 23156110 | CW US | Curtiss-Wright Corp | 6,721 | $3,656,761.68 | 0.25% | $3,655,014.22 | 0.25% | 20,085.69 | Industrials | United States | |
| 78377T10 | RHP US | Ryman Hospitality Properties Inc REIT | 29,919 | $3,612,120.87 | 0.24% | $3,576,218.07 | 0.24% | 8,154.25 | Real Estate | United States | |
| 90353T10 | UBER US | Uber Technologies Inc | 52,101 | $3,569,439.51 | 0.24% | $3,569,439.51 | 0.24% | 139,935.80 | Industrials | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 51,494 | $3,307,974.56 | 0.22% | $3,307,974.56 | 0.22% | 4,165.45 | Consumer Discretionary | United States | |
| G2550810 | CRH US | CRH PLC | 37,715 | $3,122,802.00 | 0.21% | $3,122,802.00 | 0.21% | 55,136.19 | Materials | United States | |
| 83344510 | SNOW US | Snowflake Inc | 9,072 | $3,080,488.32 | 0.21% | $3,080,488.32 | 0.21% | 119,796.77 | Information Technology | United States | |
| 92936U10 | WPC US | WP Carey Inc REIT | 46,903 | $3,075,898.74 | 0.21% | $3,031,340.89 | 0.21% | 14,723.80 | Real Estate | United States | |
| 02209S10 | MO US | Altria Group Inc | 43,742 | $2,994,411.85 | 0.20% | $2,945,586.28 | 0.20% | 112,440.56 | Consumer Staples | United States | |
| 22279550 | CUZ US | Cousins Properties Inc REIT | 105,434 | $2,914,195.76 | 0.20% | $2,914,195.76 | 0.20% | 4,549.60 | Real Estate | United States | |
| 00287Y10 | ABBV US | AbbVie Inc | 10,744 | $2,810,522.96 | 0.19% | $2,810,522.96 | 0.19% | 462,260.21 | Health Care | United States | |
| H1467J10 | CB US | Chubb Ltd | 8,385 | $2,735,821.89 | 0.19% | $2,727,221.25 | 0.19% | 125,481.41 | Financials | United States | |
| 45232710 | ILMN US | Illumina Inc | 9,808 | $2,684,253.44 | 0.18% | $2,684,253.44 | 0.18% | 41,325.68 | Health Care | United States | |
| 27743210 | EMN US | Eastman Chemical Co | 39,024 | $2,563,279.44 | 0.17% | $2,530,316.16 | 0.17% | 7,416.23 | Materials | United States | |
| 09857L10 | BKNG US | Booking Holdings Inc | 15,179 | $2,472,810.89 | 0.17% | $2,472,810.89 | 0.17% | 123,485.78 | Consumer Discretionary | United States | |
| 01309110 | ACI US | Albertsons Cos Inc | 203,557 | $2,363,296.77 | 0.16% | $2,363,296.77 | 0.16% | 5,634.63 | Consumer Staples | United States | |
| 35671D85 | FCX US | Freeport-McMoRan Inc | 32,565 | $2,279,550.00 | 0.15% | $2,279,550.00 | 0.15% | 100,521.23 | Materials | United States | |
| 05276910 | ADSK US | Autodesk Inc | 10,591 | $2,213,519.00 | 0.15% | $2,213,519.00 | 0.15% | 43,681.00 | Information Technology | United States | |
| 06050510 | BAC US | Bank of America Corp | 38,581 | $2,099,963.83 | 0.14% | $2,099,963.83 | 0.14% | 381,987.94 | Financials | United States | |
| 84489510 | SWX US | Southwest Gas Holdings Inc | 24,360 | $1,986,314.40 | 0.13% | $1,986,314.40 | 0.13% | 5,907.23 | Utilities | United States | |
| 03675210 | ELV US | Elevance Health Inc | 5,094 | $1,980,649.08 | 0.13% | $1,980,649.08 | 0.13% | 84,323.12 | Health Care | United States | |
| 02581610 | AXP US | American Express Co | 5,966 | $1,814,260.60 | 0.12% | $1,814,260.60 | 0.12% | 205,361.71 | Financials | United States | |
| 74340W10 | PLD US | ProLogis REIT | 13,625 | $1,769,070.00 | 0.12% | $1,769,070.00 | 0.12% | 123,390.99 | Real Estate | United States | |
| 88355610 | TMO US | Thermo Fisher Scientific Inc | 2,574 | $1,738,795.06 | 0.12% | $1,737,578.70 | 0.12% | 249,597.90 | Health Care | United States | |
| 52532710 | LDOS US | Leidos Holdings Inc | 14,177 | $1,727,183.91 | 0.12% | $1,727,183.91 | 0.12% | 15,288.72 | Industrials | United States | |
| 73650884 | POR US | Portland General Electric Co | 36,703 | $1,658,287.42 | 0.11% | $1,638,054.89 | 0.11% | 5,248.83 | Utilities | United States | |
| 27876810 | ECHO US | EchoStar Corp | 17,501 | $1,564,764.41 | 0.11% | $1,564,764.41 | 0.11% | 25,969.31 | Communication Services | United States | |
| 95810210 | WDC US | Western Digital Corp | 3,384 | $1,537,892.64 | 0.10% | $1,537,892.64 | 0.10% | 164,060.06 | Information Technology | United States | |
| 38023710 | GDDY US | GoDaddy Inc | 15,668 | $1,496,450.68 | 0.10% | $1,496,450.68 | 0.10% | 12,113.92 | Information Technology | United States | |
| 56539410 | CART US | Maplebear Inc | 33,760 | $1,455,731.20 | 0.10% | $1,455,731.20 | 0.10% | 10,048.47 | Consumer Staples | United States | |
| 30233Q10 | XOM US | ExxonMobil Holdings Corp | 8,942 | $1,455,310.50 | 0.10% | $1,455,310.50 | 0.10% | 669,228.00 | Energy | United States | |
| 44320110 | HWM US | Howmet Aerospace Inc | 6,332 | $1,432,171.76 | 0.10% | $1,432,171.76 | 0.10% | 90,472.00 | Industrials | United States | |
| 01265310 | ALB US | Albemarle Corp | 13,436 | $1,426,799.59 | 0.10% | $1,421,260.08 | 0.10% | 12,482.58 | Materials | United States | |
| 65339F10 | NEE US | NextEra Energy Inc | 18,744 | $1,419,670.56 | 0.10% | $1,419,670.56 | 0.10% | 157,993.64 | Utilities | United States | |
| 82907310 | SSD US | Simpson Manufacturing Co Inc | 8,282 | $1,415,228.16 | 0.10% | $1,415,228.16 | 0.10% | 7,003.46 | Industrials | United States | |
| 21036P10 | STZ US | Constellation Brands Inc | 12,050 | $1,362,373.00 | 0.09% | $1,362,373.00 | 0.09% | 19,386.05 | Consumer Staples | United States | |
| 41651510 | HIG US | Hartford Insurance Group Inc | 10,973 | $1,349,319.88 | 0.09% | $1,342,656.28 | 0.09% | 33,235.79 | Financials | United States | |
| 34537086 | F US | Ford Motor Co | 108,080 | $1,303,444.80 | 0.09% | $1,303,444.80 | 0.09% | 48,090.41 | Consumer Discretionary | United States | |
| 75473010 | RJF US | Raymond James Financial Inc | 7,767 | $1,227,341.34 | 0.08% | $1,227,341.34 | 0.08% | 30,397.00 | Financials | United States | |
| G3223R10 | EG US | Everest Group Ltd | 2,954 | $1,078,712.18 | 0.07% | $1,078,712.18 | 0.07% | 14,132.08 | Financials | United States | |
| 74752510 | QCOM US | QUALCOMM Inc | 5,595 | $1,029,703.80 | 0.07% | $1,029,703.80 | 0.07% | 194,530.28 | Information Technology | United States | |
| 71344810 | PEP US | PepsiCo Inc | 6,135 | $777,427.20 | 0.05% | $777,427.20 | 0.05% | 173,099.52 | Consumer Staples | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | $9,411,379.99 | 0.64% | $9,380,753.57 | 0.64% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | $10,025,511.14 | 0.68% | $10,026,780.96 | - | - | - | United States | |
| CAPUSD | CAPUSD | CAPUSD | - | $-275,821.17 | -0.02% | $-275,821.17 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | $-370,206.22 | -0.03% | $-370,206.22 | - | - | - | United States | |
| CASH_DERV | - | Other | - | $0.00 | - | $30,626.42 | 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.