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 02-28-26)
|
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 | $11,557,165.85 | 3.73% | $11,557,165.85 | 3.73% | 121,446.51 | Health Care | United States | |
| 711038 | ROG SW | Roche Holding AG | 20,801 | $9,929,071.99 | 3.20% | $9,929,071.99 | 3.20% | 379,777.15 | Health Care | Switzerland | |
| 47816010 | JNJ US | Johnson & Johnson | 37,976 | $9,483,980.48 | 3.04% | $9,434,377.68 | 3.04% | 598,691.21 | Health Care | United States | |
| B29NF3 | FNV CN | Franco-Nevada Corp | 30,785 | $8,604,137.24 | 2.78% | $8,604,137.24 | 2.78% | 53,879.51 | Materials | Canada | |
| 19416210 | CL US | Colgate-Palmolive Co | 80,516 | $7,982,356.24 | 2.58% | $7,982,356.24 | 2.58% | 79,913.28 | Consumer Staples | United States | |
| 595607 | KPN NA | Koninklijke KPN NV | 1,400,968 | $7,947,497.57 | 2.56% | $7,947,497.57 | 2.56% | 21,712.68 | Communication Services | Netherlands | |
| 03265410 | ADI US | Analog Devices Inc | 20,423 | $7,266,299.17 | 2.34% | $7,266,299.17 | 2.34% | 173,698.16 | Information Technology | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 21,259 | $6,627,705.84 | 2.14% | $6,627,705.84 | 2.14% | 3,768,554.88 | Communication Services | United States | |
| 59491810 | MSFT US | Microsoft Corp | 16,037 | $6,313,034.21 | 2.03% | $6,298,371.38 | 2.03% | 2,917,665.46 | Information Technology | United States | |
| 617520 | DBS SP | DBS Group Holdings Ltd | 135,740 | $6,129,708.91 | 1.98% | $6,129,708.91 | 1.98% | 128,431.13 | Financials | Singapore | |
| 609701 | 2 HK | CLP Holdings Ltd | 641,500 | $6,084,221.69 | 1.96% | $6,084,221.69 | 1.96% | 23,961.79 | Utilities | Hong Kong | |
| 46625H10 | JPM US | JPMorgan Chase & Co | 17,418 | $5,230,625.40 | 1.69% | $5,230,625.40 | 1.69% | 809,918.86 | Financials | United States | |
| 62007630 | MSI US | Motorola Solutions Inc | 10,040 | $4,841,890.40 | 1.56% | $4,841,890.40 | 1.56% | 79,910.48 | Information Technology | United States | |
| 36955010 | GD US | General Dynamics Corp | 13,540 | $4,834,457.00 | 1.56% | $4,834,457.00 | 1.56% | 96,542.75 | Industrials | United States | |
| 677381 | 005935 KS | Samsung Electronics Co Ltd IPS | 46,659 | $4,683,705.37 | 1.50% | $4,664,278.21 | 1.50% | 662,787.55 | Information Technology | South Korea | |
| 624899 | 9433 JP | KDDI Corp | 226,100 | $3,867,147.57 | 1.25% | $3,867,147.57 | 1.25% | 71,627.71 | Communication Services | Japan | |
| 692737 | VMS SP | Venture Corp Ltd | 312,700 | $3,863,942.60 | 1.25% | $3,863,942.60 | 1.25% | 3,572.52 | Information Technology | Singapore | |
| B4TP9G | DOL CN | Dollarama Inc | 26,059 | $3,836,493.08 | 1.24% | $3,836,493.08 | 1.24% | 40,307.58 | Consumer Discretionary | Canada | |
| 626705 | 4768 JP | Otsuka Corp | 185,100 | $3,781,217.94 | 1.20% | $3,732,461.82 | 1.20% | 7,662.62 | Information Technology | Japan | |
| 74271810 | PG US | Procter & Gamble Co | 21,916 | $3,664,355.20 | 1.18% | $3,664,355.20 | 1.18% | 388,572.97 | Consumer Staples | United States | |
| G3223R10 | EG US | Everest Group Ltd | 10,803 | $3,624,298.47 | 1.17% | $3,624,298.47 | 1.17% | 13,654.44 | Financials | United States | |
| B02GKC | SUZB3 BZ | Suzano SA | 319,400 | $3,613,615.53 | 1.17% | $3,613,615.53 | 1.17% | 14,301.93 | Materials | Brazil | |
| B5VJH7 | BDO PM | BDO Unibank Inc | 1,501,179 | $3,574,297.70 | 1.15% | $3,574,297.70 | 1.15% | 12,701.43 | Financials | Philippines | |
| BDVLJ7 | 271560 KS | Orion Corp/Republic of Korea | 37,560 | $3,483,144.94 | 1.12% | $3,483,144.94 | 1.12% | 3,666.40 | Consumer Staples | South Korea | |
| G8705210 | TEL US | TE Connectivity PLC | 15,118 | $3,490,192.60 | 1.12% | $3,479,407.70 | 1.12% | 67,597.36 | Information Technology | United States | |
| 87254010 | TJX US | TJX Cos Inc | 20,160 | $3,267,706.28 | 1.05% | $3,259,065.60 | 1.05% | 179,518.10 | Consumer Discretionary | United States | |
| 98389B10 | XEL US | Xcel Energy Inc | 37,667 | $3,139,921.12 | 1.01% | $3,139,921.12 | 1.01% | 52,006.37 | Utilities | United States | |
| 602730 | 6436 JP | Amano Corp | 118,300 | $3,105,124.07 | 1.00% | $3,105,124.07 | 1.00% | 1,866.39 | Information Technology | Japan | |
| 76075910 | RSG US | Republic Services Inc | 13,408 | $3,070,432.00 | 0.99% | $3,070,432.00 | 0.99% | 70,716.34 | Industrials | United States | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 1,638 | $3,026,898.63 | 0.98% | $3,026,898.63 | 0.98% | 39,161.19 | Information Technology | Canada | |
| 647449 | JFC PM | Jollibee Foods Corp | 790,810 | $2,934,767.02 | 0.95% | $2,934,767.02 | 0.95% | 4,158.89 | Consumer Discretionary | Philippines | |
| 58933Y10 | MRK US | Merck & Co Inc | 23,283 | $2,882,901.06 | 0.93% | $2,882,901.06 | 0.93% | 307,983.55 | Health Care | United States | |
| BLGZ98 | TSCO LN | Tesco PLC | 440,633 | $2,853,894.42 | 0.92% | $2,853,894.41 | 0.92% | 41,577.42 | Consumer Staples | United Kingdom | |
| 71344810 | PEP US | PepsiCo Inc | 16,743 | $2,841,956.82 | 0.92% | $2,841,956.82 | 0.92% | 232,034.58 | Consumer Staples | United States | |
| 77669610 | ROP US | Roper Technologies Inc | 7,959 | $2,783,501.07 | 0.90% | $2,783,501.07 | 0.90% | 37,281.22 | Information Technology | United States | |
| H1467J10 | CB US | Chubb Ltd | 8,128 | $2,770,510.08 | 0.89% | $2,770,510.08 | 0.89% | 134,145.75 | Financials | United States | |
| 12552310 | CI US | Cigna Group | 9,466 | $2,743,436.12 | 0.89% | $2,743,436.12 | 0.89% | 76,375.77 | Health Care | United States | |
| BYT934 | G24 GY | Scout24 SE | 32,032 | $2,734,591.06 | 0.88% | $2,734,591.06 | 0.88% | 6,274.74 | Communication Services | Germany | |
| 63741710 | NNN US | NNN REIT Inc REIT | 60,251 | $2,730,575.32 | 0.88% | $2,730,575.32 | 0.88% | 8,608.06 | Real Estate | United States | |
| BD2Z8S | IG IM | Italgas SpA | 209,874 | $2,712,979.08 | 0.88% | $2,712,979.08 | 0.88% | 13,129.48 | Utilities | Italy | |
| 92276F10 | VTR US | Ventas Inc REIT | 30,983 | $2,669,495.28 | 0.86% | $2,669,495.28 | 0.86% | 40,923.00 | Real Estate | United States | |
| 677538 | 9065 JP | Sankyu Inc | 41,400 | $2,662,971.86 | 0.86% | $2,662,971.86 | 0.86% | 3,568.01 | Industrials | Japan | |
| 02360810 | AEE US | Ameren Corp | 23,146 | $2,621,978.88 | 0.85% | $2,621,978.88 | 0.85% | 31,313.37 | Utilities | United States | |
| 92936U10 | WPC US | WP Carey Inc REIT | 34,333 | $2,562,958.45 | 0.83% | $2,562,958.45 | 0.83% | 16,361.01 | Real Estate | United States | |
| 028758 | BATS LN | British American Tobacco PLC | 40,200 | $2,513,744.59 | 0.81% | $2,513,744.59 | 0.81% | 136,005.80 | Consumer Staples | United Kingdom | |
| 645581 | ICT PM | International Container Terminal Services Inc | 201,090 | $2,503,817.22 | 0.81% | $2,503,817.22 | 0.81% | 25,135.33 | Industrials | Philippines | |
| BD6K45 | CPG LN | Compass Group PLC | 81,506 | $2,502,190.76 | 0.81% | $2,502,190.76 | 0.81% | 52,202.32 | Consumer Discretionary | United Kingdom | |
| 26441C20 | DUK US | Duke Energy Corp | 18,599 | $2,453,654.29 | 0.79% | $2,433,679.15 | 0.79% | 101,801.30 | Utilities | United States | |
| 617149 | 4732 JP | USS Co Ltd | 198,300 | $2,415,815.00 | 0.78% | $2,415,815.00 | 0.78% | 5,774.57 | Consumer Discretionary | Japan | |
| 563828 | VIS SM | Viscofan SA | 34,350 | $2,406,866.03 | 0.78% | $2,406,866.03 | 0.78% | 3,441.89 | Consumer Staples | Spain | |
| 517617 | ORA FP | Orange SA | 111,396 | $2,394,268.09 | 0.77% | $2,394,268.09 | 0.77% | 57,173.41 | Communication Services | France | |
| 29261A10 | EHC US | Encompass Health Corp | 22,036 | $2,377,243.68 | 0.77% | $2,377,243.68 | 0.77% | 10,788.00 | Health Care | United States | |
| 87403910 | TSM US | Taiwan Semiconductor Manufacturing Co Ltd ADR | 6,173 | $2,312,282.34 | 0.75% | $2,312,282.34 | 0.75% | 1,942,796.63 | Information Technology | Taiwan | |
| 49436810 | KMB US | Kimberly-Clark Corp | 20,155 | $2,246,073.20 | 0.72% | $2,246,073.20 | 0.72% | 36,989.43 | Consumer Staples | United States | |
| 604321 | STE SP | Singapore Technologies Engineering Ltd | 282,400 | $2,225,889.79 | 0.72% | $2,225,889.79 | 0.72% | 24,611.65 | Industrials | Singapore | |
| 37033410 | GIS US | General Mills Inc | 48,384 | $2,188,408.32 | 0.71% | $2,188,408.32 | 0.71% | 24,134.73 | Consumer Staples | United States | |
| 30034W10 | EVRG US | Evergy Inc | 25,445 | $2,128,728.70 | 0.69% | $2,128,728.70 | 0.69% | 19,265.36 | Utilities | United States | |
| 87936010 | TDY US | Teledyne Technologies Inc | 3,115 | $2,121,626.50 | 0.68% | $2,121,626.50 | 0.68% | 31,538.55 | Information Technology | United States | |
| 59156R10 | MET US | MetLife Inc | 29,375 | $2,133,933.70 | 0.68% | $2,117,056.25 | 0.68% | 47,229.92 | Financials | United States | |
| N6596X10 | NXPI US | NXP Semiconductors NV | 8,811 | $2,000,185.11 | 0.65% | $2,000,185.11 | 0.65% | 57,400.61 | Information Technology | United States | |
| 12532H10 | GIB US | CGI Inc | 27,052 | $1,987,413.60 | 0.64% | $1,984,534.72 | 0.64% | 15,673.29 | Information Technology | Canada | |
| G1151C10 | ACN US | Accenture PLC | 9,319 | $1,945,061.68 | 0.63% | $1,945,061.68 | 0.63% | 128,437.10 | Information Technology | United States | |
| B1YCHL | SBSP3 BZ | Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 64,073 | $1,955,971.53 | 0.62% | $1,923,377.35 | 0.62% | 21,133.50 | Utilities | Brazil | |
| 282388 | AC* MM | Arca Continental SAB de CV | 159,504 | $1,919,753.17 | 0.62% | $1,919,753.17 | 0.62% | 20,439.05 | Consumer Staples | Mexico | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 155,200 | $2,020,415.92 | 0.61% | $1,897,249.48 | 0.61% | 36,358.36 | Communication Services | Thailand | |
| B06QFB | IGG LN | IG Group Holdings PLC | 107,788 | $1,889,839.08 | 0.61% | $1,889,839.08 | 0.61% | 5,902.42 | Financials | United Kingdom | |
| 07588710 | BDX US | Becton Dickinson & Co | 10,705 | $1,889,218.40 | 0.61% | $1,889,218.40 | 0.61% | 50,251.24 | Health Care | United States | |
| 246614 | ENB CN | Enbridge Inc | 35,467 | $1,905,929.68 | 0.61% | $1,884,310.32 | 0.61% | 115,926.50 | Energy | Canada | |
| 78008710 | RY US | Royal Bank of Canada | 11,170 | $1,867,959.10 | 0.60% | $1,867,959.10 | 0.60% | 234,157.45 | Financials | Canada | |
| 92532F10 | VRTX US | Vertex Pharmaceuticals Inc | 3,756 | $1,866,093.48 | 0.60% | $1,866,093.48 | 0.60% | 126,211.81 | Health Care | United States | |
| 649374 | 2503 JP | Kirin Holdings Co Ltd | 103,300 | $1,813,015.72 | 0.58% | $1,790,625.94 | 0.58% | 15,843.49 | Consumer Staples | Japan | |
| 75884910 | REG US | Regency Centers Corp REIT | 22,618 | $1,786,822.00 | 0.58% | $1,786,822.00 | 0.58% | 14,449.62 | Real Estate | United States | |
| 239254 | GRUMAB MM | Gruma SAB de CV | 95,633 | $1,714,419.49 | 0.55% | $1,714,419.49 | 0.55% | 6,639.70 | Consumer Staples | Mexico | |
| 48248010 | KLAC US | KLA Corp | 1,117 | $1,705,061.75 | 0.55% | $1,702,922.35 | 0.55% | 199,934.06 | Information Technology | United States | |
| 271577 | QBR/B CN | Quebecor Inc | 40,511 | $1,675,323.86 | 0.54% | $1,675,323.86 | 0.54% | 9,457.59 | Communication Services | Canada | |
| 67103H10 | ORLY US | O'Reilly Automotive Inc | 17,777 | $1,668,904.76 | 0.54% | $1,668,904.76 | 0.54% | 79,244.49 | Consumer Discretionary | United States | |
| 78467J10 | SSNC US | SS&C Technologies Holdings Inc | 21,814 | $1,642,376.06 | 0.53% | $1,642,376.06 | 0.53% | 18,333.12 | Industrials | United States | |
| 03076C10 | AMP US | Ameriprise Financial Inc | 3,427 | $1,611,101.24 | 0.52% | $1,611,101.24 | 0.52% | 42,905.03 | Financials | United States | |
| 90225210 | TYL US | Tyler Technologies Inc | 4,490 | $1,592,558.10 | 0.51% | $1,592,558.10 | 0.51% | 15,294.59 | Information Technology | United States | |
| 57636Q10 | MA US | Mastercard Inc | 3,076 | $1,590,937.96 | 0.51% | $1,590,937.96 | 0.51% | 462,385.74 | Financials | United States | |
| 60920710 | MDLZ US | Mondelez International Inc | 25,423 | $1,565,548.34 | 0.51% | $1,565,548.34 | 0.51% | 78,936.06 | Consumer Staples | United States | |
| 04956010 | ATO US | Atmos Energy Corp | 8,369 | $1,571,654.51 | 0.50% | $1,563,245.51 | 0.50% | 30,902.34 | Utilities | United States | |
| 656039 | 035420 KS | NAVER Corp | 8,798 | $1,569,092.26 | 0.50% | $1,556,545.71 | 0.50% | 27,750.43 | Communication Services | South Korea | |
| 634025 | FPH NZ | Fisher & Paykel Healthcare Corp Ltd | 62,563 | $1,534,912.20 | 0.50% | $1,534,912.20 | 0.50% | 14,408.16 | Health Care | New Zealand | |
| 74968510 | RPM US | RPM International Inc | 13,365 | $1,525,213.80 | 0.49% | $1,525,213.80 | 0.49% | 14,616.03 | Materials | United States | |
| G5960L10 | MDT US | Medtronic PLC | 15,408 | $1,504,745.28 | 0.49% | $1,504,745.28 | 0.49% | 125,384.21 | Health Care | United States | |
| 52532710 | LDOS US | Leidos Holdings Inc | 8,482 | $1,485,198.20 | 0.48% | $1,485,198.20 | 0.48% | 22,131.36 | Industrials | United States | |
| 695799 | 9021 JP | West Japan Railway Co | 67,300 | $1,445,421.19 | 0.47% | $1,445,421.19 | 0.47% | 9,784.22 | Industrials | Japan | |
| B1L95G | AKRBP NO | Aker BP ASA | 47,569 | $1,431,827.75 | 0.46% | $1,431,827.75 | 0.46% | 19,023.88 | Energy | Norway | |
| 02581610 | AXP US | American Express Co | 4,610 | $1,424,029.00 | 0.46% | $1,424,029.00 | 0.46% | 212,095.06 | Financials | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 17,770 | $1,412,680.31 | 0.46% | $1,412,680.31 | 0.46% | 175,419.23 | Energy | France | |
| BMXX64 | SAMPO FH | Sampo OYJ | 126,366 | $1,401,760.45 | 0.45% | $1,401,760.45 | 0.45% | 29,527.07 | Financials | Finland | |
| 41651510 | HIG US | Hartford Insurance Group Inc | 9,877 | $1,390,977.91 | 0.45% | $1,390,977.91 | 0.45% | 38,999.07 | Financials | United States | |
| 71708110 | PFE US | Pfizer Inc | 50,248 | $1,411,308.27 | 0.45% | $1,389,357.20 | 0.45% | 157,225.30 | Health Care | United States | |
| 613674 | 4684 JP | Obic Co Ltd | 51,200 | $1,377,005.09 | 0.44% | $1,377,005.09 | 0.44% | 13,393.53 | Information Technology | Japan | |
| 642910 | 6501 JP | Hitachi Ltd | 41,000 | $1,372,048.79 | 0.44% | $1,372,048.79 | 0.44% | 153,320.13 | Industrials | Japan | |
| 38141G10 | GS US | Goldman Sachs Group Inc | 1,571 | $1,350,384.47 | 0.44% | $1,350,384.47 | 0.44% | 263,973.95 | Financials | United States | |
| 05333210 | AZO US | AutoZone Inc | 358 | $1,344,497.64 | 0.43% | $1,344,497.64 | 0.43% | 62,286.29 | Consumer Discretionary | United States | |
| 00287Y10 | ABBV US | AbbVie Inc | 5,777 | $1,340,726.16 | 0.43% | $1,340,726.16 | 0.43% | 410,356.68 | Health Care | United States | |
| 05348410 | AVB US | AvalonBay Communities Inc REIT | 7,186 | $1,273,574.78 | 0.41% | $1,273,574.78 | 0.41% | 25,094.87 | Real Estate | United States | |
| 03783310 | AAPL US | Apple Inc | 4,781 | $1,263,044.58 | 0.41% | $1,263,044.58 | 0.41% | 3,884,160.08 | Information Technology | United States | |
| 92826C83 | V US | Visa Inc | 3,888 | $1,247,330.72 | 0.40% | $1,244,704.32 | 0.40% | 610,827.12 | Financials | United States | |
| B2Q4CR | 3626 JP | TIS Inc | 58,800 | $1,213,916.05 | 0.39% | $1,213,916.05 | 0.39% | 4,715.28 | Information Technology | Japan | |
| G8473T10 | STE US | STERIS PLC | 4,618 | $1,168,286.21 | 0.38% | $1,165,352.30 | 0.38% | 24,755.54 | Health Care | United States | |
| 46120210 | INTU US | Intuit Inc | 2,687 | $1,099,063.61 | 0.35% | $1,099,063.61 | 0.35% | 113,502.55 | Information Technology | United States | |
| M2246510 | CHKP US | Check Point Software Technologies Ltd | 6,137 | $933,253.59 | 0.30% | $933,253.59 | 0.30% | 16,479.67 | Information Technology | Israel | |
| 09857L10 | BKNG US | Booking Holdings Inc | 217 | $919,938.95 | 0.30% | $919,938.95 | 0.30% | 135,209.83 | Consumer Discretionary | United States | |
| 94184810 | WAT US | Waters Corp | 1,448 | $462,462.24 | 0.15% | $462,462.24 | 0.15% | 31,331.78 | Health Care | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | 1,920,383.77 | 0.62% | 1,916,681.94 | 0.62% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 1,446,899.18 | 0.47% | 1,447,082.40 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | 259,722.46 | 0.08% | 259,722.46 | - | - | - | United States | |
| CASH_THB | CASH_THB | Baht Thailand | - | 123,719.85 | 0.04% | 123,719.85 | - | - | - | Thailand | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 71,145.90 | 0.02% | 71,145.90 | - | - | - | Japan | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | 38,081.68 | 0.01% | 38,081.68 | - | - | - | Brazil | |
| CASH_KRW | CASH_KRW | South Korea Won | - | 31,974.49 | 0.01% | 31,974.49 | - | - | - | South Korea | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 21,641.08 | 0.01% | 21,641.08 | - | - | - | Canada | |
| CASH_PHP | CASH_PHP | Philippine Peso | - | 1.57 | 0.00% | 1.57 | - | - | - | Philippines | |
| CAPUSD | CAPUSD | CAPUSD | - | -76,687.50 | -0.02% | -76,687.50 | - | - | - | United States | |
| CASH_DERV | - | Other | - | 0.02 | 0.00% | 3,701.86 | 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.