Full & Historical Holdings
Low Volatility Global Equity Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 03-31-26)
|
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 | |
| 58155Q10 | MCK US | McKesson Corp | 11,705 | $10,138,636.90 | 3.51% | $10,129,038.80 | 3.51% | 106,439.28 | Health Care | United States | |
| 47816010 | JNJ US | Johnson & Johnson | 37,976 | $9,282,853.44 | 3.21% | $9,282,853.44 | 3.21% | 589,075.71 | Health Care | United States | |
| BTMJD1 | ROP SW | Roche Holding AG | 20,801 | $8,213,604.55 | 2.84% | $8,213,604.55 | 2.84% | 314,162.22 | Health Care | Switzerland | |
| 595607 | KPN NA | Koninklijke KPN NV | 1,400,968 | $7,792,077.00 | 2.70% | $7,792,077.00 | 2.70% | 21,288.07 | Communication Services | Netherlands | |
| B29NF3 | FNV CN | Franco-Nevada Corp | 30,785 | $7,622,667.85 | 2.64% | $7,622,667.85 | 2.64% | 47,738.92 | Materials | Canada | |
| 19416210 | CL US | Colgate-Palmolive Co | 80,516 | $6,862,378.68 | 2.38% | $6,862,378.68 | 2.38% | 68,315.94 | Consumer Staples | United States | |
| 609701 | 2 HK | CLP Holdings Ltd | 641,500 | $6,039,942.74 | 2.09% | $6,039,942.74 | 2.09% | 23,787.40 | Utilities | Hong Kong | |
| 617520 | DBS SP | DBS Group Holdings Ltd | 135,740 | $6,031,381.12 | 2.09% | $6,031,381.12 | 2.09% | 126,355.40 | Financials | Singapore | |
| 59491810 | MSFT US | Microsoft Corp | 16,037 | $5,936,416.29 | 2.06% | $5,936,416.29 | 2.06% | 2,749,992.93 | Information Technology | United States | |
| 03265410 | ADI US | Analog Devices Inc | 18,543 | $5,899,270.02 | 2.04% | $5,899,270.02 | 2.04% | 155,317.27 | Information Technology | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 18,769 | $5,397,213.64 | 1.87% | $5,397,213.64 | 1.87% | 3,476,025.28 | Communication Services | United States | |
| 46625H10 | JPM US | JPMorgan Chase & Co | 17,418 | $5,123,678.88 | 1.77% | $5,123,678.88 | 1.77% | 793,359.08 | Financials | United States | |
| 36955010 | GD US | General Dynamics Corp | 13,540 | $4,647,198.80 | 1.61% | $4,647,198.80 | 1.61% | 92,803.26 | Industrials | United States | |
| BDVLJ7 | 271560 KS | Orion Corp/Republic of Korea | 46,330 | $3,981,579.84 | 1.35% | $3,899,001.64 | 1.35% | 3,327.25 | Consumer Staples | South Korea | |
| 624899 | 9433 JP | KDDI Corp | 226,100 | $3,931,337.70 | 1.34% | $3,880,050.09 | 1.34% | 71,866.69 | Communication Services | Japan | |
| 692737 | VMS SP | Venture Corp Ltd | 312,700 | $3,761,882.90 | 1.30% | $3,761,882.91 | 1.30% | 3,475.07 | Information Technology | Singapore | |
| 677381 | 005935 KS | Samsung Electronics Co Ltd IPS | 46,659 | $3,741,978.95 | 1.29% | $3,715,060.41 | 1.29% | 527,905.00 | Information Technology | South Korea | |
| 62007630 | MSI US | Motorola Solutions Inc | 8,430 | $3,668,567.40 | 1.27% | $3,658,367.10 | 1.27% | 71,908.83 | Information Technology | United States | |
| 626705 | 4768 JP | Otsuka Corp | 185,100 | $3,549,750.22 | 1.23% | $3,549,750.22 | 1.23% | 7,287.52 | Information Technology | Japan | |
| G3223R10 | EG US | Everest Group Ltd | 10,803 | $3,530,960.55 | 1.22% | $3,530,960.55 | 1.22% | 13,302.80 | Financials | United States | |
| 645581 | ICT PM | International Container Terminal Services Inc | 294,180 | $3,331,618.77 | 1.15% | $3,331,618.77 | 1.15% | 22,875.51 | Industrials | Philippines | |
| 87254010 | TJX US | TJX Cos Inc | 20,160 | $3,219,552.00 | 1.12% | $3,219,552.00 | 1.12% | 177,341.58 | Consumer Discretionary | United States | |
| B02GKC | SUZB3 BZ | Suzano SA | 319,400 | $3,200,258.69 | 1.11% | $3,200,258.69 | 1.11% | 12,665.95 | Materials | Brazil | |
| B4TP9G | DOL CN | Dollarama Inc | 26,059 | $3,198,226.63 | 1.11% | $3,198,226.63 | 1.11% | 33,577.39 | Consumer Discretionary | Canada | |
| 74271810 | PG US | Procter & Gamble Co | 21,916 | $3,165,547.04 | 1.10% | $3,165,547.04 | 1.10% | 335,678.70 | Consumer Staples | United States | |
| G8705210 | TEL US | TE Connectivity PLC | 15,118 | $3,159,964.36 | 1.09% | $3,159,964.36 | 1.09% | 61,391.26 | Information Technology | United States | |
| 98389B10 | XEL US | Xcel Energy Inc | 37,667 | $3,014,584.18 | 1.04% | $2,992,266.48 | 1.04% | 49,560.78 | Utilities | United States | |
| 76075910 | RSG US | Republic Services Inc | 13,408 | $2,936,620.16 | 1.02% | $2,936,620.16 | 1.02% | 67,634.46 | Industrials | United States | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 1,638 | $2,876,799.98 | 1.00% | $2,875,407.68 | 1.00% | 37,201.25 | Information Technology | Canada | |
| 602730 | 6436 JP | Amano Corp | 118,300 | $2,918,830.75 | 0.98% | $2,834,972.32 | 0.98% | 1,704.01 | Information Technology | Japan | |
| 77669610 | ROP US | Roper Technologies Inc | 7,959 | $2,816,371.74 | 0.98% | $2,816,371.74 | 0.98% | 37,721.48 | Information Technology | United States | |
| B5VJH7 | BDO PM | BDO Unibank Inc | 1,501,179 | $2,787,374.34 | 0.97% | $2,787,374.34 | 0.97% | 9,905.16 | Financials | Philippines | |
| BLGZ98 | TSCO LN | Tesco PLC | 440,633 | $2,778,338.20 | 0.96% | $2,778,338.20 | 0.96% | 40,476.67 | Consumer Staples | United Kingdom | |
| H1467J10 | CB US | Chubb Ltd | 8,128 | $2,657,043.20 | 0.92% | $2,649,159.04 | 0.92% | 127,471.55 | Financials | United States | |
| 71344810 | PEP US | PepsiCo Inc | 16,743 | $2,600,020.47 | 0.90% | $2,600,020.47 | 0.90% | 212,281.43 | Consumer Staples | United States | |
| 02360810 | AEE US | Ameren Corp | 23,146 | $2,544,208.32 | 0.88% | $2,544,208.32 | 0.88% | 30,384.58 | Utilities | United States | |
| 92276F10 | VTR US | Ventas Inc REIT | 30,983 | $2,549,900.90 | 0.88% | $2,533,789.74 | 0.88% | 38,842.65 | Real Estate | United States | |
| 63741710 | NNN US | NNN REIT Inc REIT | 60,251 | $2,532,349.53 | 0.88% | $2,532,349.53 | 0.88% | 7,983.15 | Real Estate | United States | |
| 12552310 | CI US | Cigna Group | 9,466 | $2,525,055.50 | 0.87% | $2,525,055.50 | 0.87% | 70,296.17 | Health Care | United States | |
| BYT934 | G24 GY | Scout24 SE | 32,032 | $2,454,338.41 | 0.85% | $2,454,338.40 | 0.85% | 5,631.68 | Communication Services | Germany | |
| BD2Z8S | IG IM | Italgas SpA | 209,874 | $2,444,534.43 | 0.85% | $2,444,534.44 | 0.85% | 11,837.88 | Utilities | Italy | |
| 26441C20 | DUK US | Duke Energy Corp | 18,599 | $2,435,353.06 | 0.84% | $2,435,353.06 | 0.84% | 101,871.32 | Utilities | United States | |
| 563828 | VIS SM | Viscofan SA | 34,350 | $2,409,113.36 | 0.83% | $2,409,113.36 | 0.83% | 3,261.25 | Consumer Staples | Spain | |
| 604321 | STE SP | Singapore Technologies Engineering Ltd | 282,400 | $2,406,802.71 | 0.83% | $2,406,802.71 | 0.83% | 26,612.00 | Industrials | Singapore | |
| 028758 | BATS LN | British American Tobacco PLC | 40,200 | $2,374,273.23 | 0.81% | $2,341,677.56 | 0.81% | 126,569.59 | Consumer Staples | United Kingdom | |
| 92936U10 | WPC US | WP Carey Inc REIT | 34,333 | $2,365,200.37 | 0.81% | $2,333,270.68 | 0.81% | 14,894.77 | Real Estate | United States | |
| 647449 | JFC PM | Jollibee Foods Corp | 790,810 | $2,313,200.61 | 0.80% | $2,313,200.61 | 0.80% | 3,278.14 | Consumer Discretionary | Philippines | |
| 677538 | 9065 JP | Sankyu Inc | 41,400 | $2,331,781.76 | 0.80% | $2,304,078.28 | 0.80% | 2,944.20 | Industrials | Japan | |
| 517617 | ORA FP | Orange SA | 111,396 | $2,275,781.15 | 0.79% | $2,275,781.15 | 0.79% | 54,344.02 | Communication Services | France | |
| BD6K45 | CPG LN | Compass Group PLC | 81,506 | $2,264,540.37 | 0.78% | $2,264,540.37 | 0.78% | 47,244.30 | Consumer Discretionary | United Kingdom | |
| 19244610 | CTSH US | Cognizant Technology Solutions Corp | 36,890 | $2,263,201.50 | 0.78% | $2,263,201.50 | 0.78% | 29,386.65 | Information Technology | United States | |
| 29261A10 | EHC US | Encompass Health Corp | 22,036 | $2,131,542.28 | 0.74% | $2,131,542.28 | 0.74% | 9,672.71 | Health Care | United States | |
| 87403910 | TSM US | Taiwan Semiconductor Manufacturing Co Ltd ADR | 6,173 | $2,089,893.95 | 0.72% | $2,086,165.35 | 0.72% | 1,752,811.47 | Information Technology | Taiwan | |
| 30034W10 | EVRG US | Evergy Inc | 25,445 | $2,084,454.40 | 0.72% | $2,084,454.40 | 0.72% | 18,864.67 | Utilities | United States | |
| 59156R10 | MET US | MetLife Inc | 29,375 | $2,077,400.00 | 0.72% | $2,077,400.00 | 0.72% | 46,345.22 | Financials | United States | |
| 617149 | 4732 JP | USS Co Ltd | 198,300 | $2,106,129.03 | 0.72% | $2,076,216.29 | 0.72% | 4,962.82 | Consumer Discretionary | Japan | |
| B06QFB | IGG LN | IG Group Holdings PLC | 107,788 | $2,033,057.04 | 0.70% | $2,033,057.04 | 0.70% | 6,349.72 | Financials | United Kingdom | |
| 12532H10 | GIB US | CGI Inc | 27,052 | $1,977,501.20 | 0.68% | $1,977,501.20 | 0.68% | 15,617.74 | Information Technology | Canada | |
| B1YCHL | SBSP3 BZ | Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 64,176 | $2,003,089.41 | 0.68% | $1,960,522.07 | 0.68% | 21,534.30 | Utilities | Brazil | |
| 49436810 | KMB US | Kimberly-Clark Corp | 20,155 | $1,970,151.25 | 0.67% | $1,944,352.85 | 0.67% | 32,020.55 | Consumer Staples | United States | |
| 246614 | ENB CN | Enbridge Inc | 35,467 | $1,922,627.04 | 0.67% | $1,922,627.04 | 0.67% | 118,283.82 | Energy | Canada | |
| 87936010 | TDY US | Teledyne Technologies Inc | 3,115 | $1,884,606.15 | 0.65% | $1,884,606.15 | 0.65% | 28,015.18 | Information Technology | United States | |
| G1151C10 | ACN US | Accenture PLC | 9,319 | $1,847,864.51 | 0.64% | $1,847,864.51 | 0.64% | 121,916.82 | Information Technology | United States | |
| 282388 | AC* MM | Arca Continental SAB de CV | 159,504 | $1,839,684.59 | 0.64% | $1,839,684.59 | 0.64% | 19,586.58 | Consumer Staples | Mexico | |
| 78008710 | RY US | Royal Bank of Canada | 11,170 | $1,807,082.60 | 0.63% | $1,807,082.60 | 0.63% | 225,970.26 | Financials | Canada | |
| 37033410 | GIS US | General Mills Inc | 48,384 | $1,800,852.48 | 0.62% | $1,800,852.48 | 0.62% | 19,864.31 | Consumer Staples | United States | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 155,200 | $1,871,383.53 | 0.61% | $1,755,294.12 | 0.61% | 33,637.97 | Communication Services | Thailand | |
| 239254 | GRUMAB MM | Gruma SAB de CV | 95,633 | $1,753,600.71 | 0.61% | $1,753,600.71 | 0.61% | 6,791.45 | Consumer Staples | Mexico | |
| B1L95G | AKRBP NO | Aker BP ASA | 47,569 | $1,746,391.03 | 0.60% | $1,746,391.03 | 0.60% | 23,203.30 | Energy | Norway | |
| N6596X10 | NXPI US | NXP Semiconductors NV | 8,811 | $1,743,467.81 | 0.60% | $1,734,533.46 | 0.60% | 49,777.04 | Information Technology | United States | |
| 58933Y10 | MRK US | Merck & Co Inc | 14,303 | $1,732,665.42 | 0.60% | $1,720,507.87 | 0.60% | 297,672.88 | Health Care | United States | |
| 75884910 | REG US | Regency Centers Corp REIT | 22,618 | $1,728,354.47 | 0.59% | $1,711,277.88 | 0.59% | 13,838.71 | Real Estate | United States | |
| 07588710 | BDX US | Becton Dickinson & Co | 10,705 | $1,683,147.15 | 0.58% | $1,683,147.15 | 0.58% | 44,769.96 | Health Care | United States | |
| 92532F10 | VRTX US | Vertex Pharmaceuticals Inc | 3,756 | $1,677,204.24 | 0.58% | $1,677,204.24 | 0.58% | 113,436.43 | Health Care | United States | |
| 48248010 | KLAC US | KLA Corp | 1,117 | $1,644,681.97 | 0.57% | $1,644,681.97 | 0.57% | 193,096.26 | Information Technology | United States | |
| 67103H10 | ORLY US | O'Reilly Automotive Inc | 17,777 | $1,640,994.87 | 0.57% | $1,640,994.87 | 0.57% | 77,716.62 | Consumer Discretionary | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 17,770 | $1,655,601.50 | 0.57% | $1,640,761.75 | 0.57% | 202,062.11 | Energy | France | |
| 05276910 | ADSK US | Autodesk Inc | 6,830 | $1,635,102.00 | 0.57% | $1,635,102.00 | 0.57% | 50,752.80 | Information Technology | United States | |
| 09857L10 | BKNG US | Booking Holdings Inc | 377 | $1,587,290.64 | 0.55% | $1,587,290.64 | 0.55% | 134,283.95 | Consumer Discretionary | United States | |
| 04956010 | ATO US | Atmos Energy Corp | 8,369 | $1,545,921.68 | 0.54% | $1,545,921.68 | 0.54% | 30,559.88 | Utilities | United States | |
| 90225210 | TYL US | Tyler Technologies Inc | 4,490 | $1,537,286.20 | 0.53% | $1,537,286.20 | 0.53% | 14,763.77 | Information Technology | United States | |
| 57636Q10 | MA US | Mastercard Inc | 3,076 | $1,536,954.16 | 0.53% | $1,536,954.16 | 0.53% | 446,696.04 | Financials | United States | |
| 03076C10 | AMP US | Ameriprise Financial Inc | 3,427 | $1,522,958.80 | 0.53% | $1,522,958.80 | 0.53% | 40,557.72 | Financials | United States | |
| 78467J10 | SSNC US | SS&C Technologies Holdings Inc | 21,814 | $1,473,971.98 | 0.51% | $1,473,971.98 | 0.51% | 16,318.51 | Industrials | United States | |
| 60920710 | MDLZ US | Mondelez International Inc | 25,423 | $1,478,093.22 | 0.51% | $1,465,381.72 | 0.51% | 73,885.59 | Consumer Staples | United States | |
| 71708110 | PFE US | Pfizer Inc | 50,248 | $1,410,963.84 | 0.49% | $1,410,963.84 | 0.49% | 159,670.39 | Health Care | United States | |
| 02581610 | AXP US | American Express Co | 4,610 | $1,394,432.80 | 0.48% | $1,394,432.80 | 0.48% | 207,687.00 | Financials | United States | |
| BMXX64 | SAMPO FH | Sampo OYJ | 126,366 | $1,354,063.98 | 0.47% | $1,354,063.98 | 0.47% | 28,522.38 | Financials | Finland | |
| 634025 | FPH NZ | Fisher & Paykel Healthcare Corp Ltd | 62,563 | $1,344,238.85 | 0.47% | $1,344,238.85 | 0.47% | 12,618.32 | Health Care | New Zealand | |
| 695799 | 9021 JP | West Japan Railway Co | 67,300 | $1,354,085.48 | 0.46% | $1,336,720.35 | 0.46% | 9,048.41 | Industrials | Japan | |
| 41651510 | HIG US | Hartford Insurance Group Inc | 9,877 | $1,341,592.91 | 0.46% | $1,335,666.71 | 0.46% | 37,448.30 | Financials | United States | |
| G5960L10 | MDT US | Medtronic PLC | 15,408 | $1,346,042.88 | 0.46% | $1,335,103.20 | 0.46% | 111,248.64 | Health Care | United States | |
| 38141G10 | GS US | Goldman Sachs Group Inc | 1,571 | $1,329,050.29 | 0.46% | $1,329,050.29 | 0.46% | 259,803.53 | Financials | United States | |
| 74968510 | RPM US | RPM International Inc | 13,365 | $1,328,481.00 | 0.46% | $1,328,481.00 | 0.46% | 12,730.75 | Materials | United States | |
| 52532710 | LDOS US | Leidos Holdings Inc | 8,482 | $1,319,120.64 | 0.46% | $1,319,120.64 | 0.46% | 19,656.59 | Industrials | United States | |
| 289722 | TD CN | Toronto-Dominion Bank | 14,010 | $1,308,445.98 | 0.45% | $1,308,445.98 | 0.45% | 157,788.31 | Financials | Canada | |
| 00287Y10 | ABBV US | AbbVie Inc | 5,777 | $1,256,439.73 | 0.44% | $1,256,439.73 | 0.44% | 384,559.10 | Health Care | United States | |
| 613674 | 4684 JP | Obic Co Ltd | 51,200 | $1,261,319.06 | 0.43% | $1,247,672.61 | 0.43% | 12,135.57 | Information Technology | Japan | |
| 03783310 | AAPL US | Apple Inc | 4,781 | $1,213,369.99 | 0.42% | $1,213,369.99 | 0.42% | 3,731,398.99 | Information Technology | United States | |
| 05333210 | AZO US | AutoZone Inc | 358 | $1,209,245.24 | 0.42% | $1,209,245.24 | 0.42% | 55,797.55 | Consumer Discretionary | United States | |
| 642910 | 6501 JP | Hitachi Ltd | 41,000 | $1,203,365.63 | 0.42% | $1,198,250.48 | 0.42% | 132,554.59 | Industrials | Japan | |
| 92826C83 | V US | Visa Inc | 3,888 | $1,175,109.12 | 0.41% | $1,175,109.12 | 0.41% | 576,673.92 | Financials | United States | |
| 05348410 | AVB US | AvalonBay Communities Inc REIT | 7,186 | $1,186,624.18 | 0.41% | $1,173,833.10 | 0.41% | 22,882.63 | Real Estate | United States | |
| 656039 | 035420 KS | NAVER Corp | 8,798 | $1,184,870.13 | 0.41% | $1,173,086.62 | 0.41% | 20,914.04 | Communication Services | South Korea | |
| 46120210 | INTU US | Intuit Inc | 2,687 | $1,161,805.06 | 0.40% | $1,161,805.06 | 0.40% | 119,981.99 | Information Technology | United States | |
| G8473T10 | STE US | STERIS PLC | 4,618 | $1,021,178.34 | 0.35% | $1,021,178.34 | 0.35% | 21,692.85 | Health Care | United States | |
| M2246510 | CHKP US | Check Point Software Technologies Ltd | 6,137 | $876,670.45 | 0.30% | $876,670.45 | 0.30% | 15,480.51 | Information Technology | Israel | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | 2,869,418.14 | 0.99% | 2,865,147.83 | 0.99% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 2,113,947.53 | 0.73% | 2,114,215.25 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | 270,161.79 | 0.09% | 270,161.79 | - | - | - | United States | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 228,888.99 | 0.08% | 228,888.99 | - | - | - | Japan | |
| CASH_KRW | CASH_KRW | South Korea Won | - | 121,280.99 | 0.04% | 121,280.99 | - | - | - | South Korea | |
| CASH_THB | CASH_THB | Baht Thailand | - | 116,089.41 | 0.04% | 116,089.41 | - | - | - | Thailand | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | 47,998.33 | 0.02% | 47,998.33 | - | - | - | Brazil | |
| CASH_GBP | CASH_GBP | British Pounds | - | 32,595.66 | 0.01% | 32,595.66 | - | - | - | United Kingdom | |
| CASH_EUR | CASH_EUR | Euro | - | 14,839.75 | 0.01% | 14,839.75 | - | - | - | Germany | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 1,413.60 | 0.00% | 1,413.60 | - | - | - | Canada | |
| CASH_PHP | CASH_PHP | Philippine Peso | - | 1.49 | 0.00% | 1.49 | - | - | - | Philippines | |
| CAPUSD | CAPUSD | CAPUSD | - | -82,337.43 | -0.03% | -82,337.43 | - | - | - | United States | |
| CASH_DERV | - | Other | - | 0.02 | 0.00% | 4,270.32 | 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.