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 10-31-25)
|
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 | |
| 58155Q10 | MCK US | McKesson Corp | 11,872 | $9,632,228.48 | 3.38% | $9,632,228.48 | 3.38% | 101,417.50 | Health Care | United States | |
| 59491810 | MSFT US | Microsoft Corp | 14,629 | $7,575,042.49 | 2.66% | $7,575,042.49 | 2.66% | 3,849,399.54 | Information Technology | United States | |
| 47816010 | JNJ US | Johnson & Johnson | 38,520 | $7,275,272.40 | 2.56% | $7,275,272.40 | 2.56% | 455,043.58 | Health Care | United States | |
| 711038 | ROG SW | Roche Holding AG | 21,099 | $6,787,860.95 | 2.38% | $6,787,860.95 | 2.38% | 256,187.04 | Health Care | Switzerland | |
| 595607 | KPN NA | Koninklijke KPN NV | 1,421,048 | $6,581,367.38 | 2.31% | $6,581,367.39 | 2.31% | 18,010.99 | Communication Services | Netherlands | |
| 19416210 | CL US | Colgate-Palmolive Co | 81,671 | $6,335,219.47 | 2.21% | $6,292,750.55 | 2.21% | 62,273.43 | Consumer Staples | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 21,564 | $6,063,581.16 | 2.13% | $6,063,581.16 | 2.13% | 3,395,931.63 | Communication Services | United States | |
| B29NF3 | FNV CN | Franco-Nevada Corp | 31,228 | $5,833,249.24 | 2.05% | $5,833,249.24 | 2.05% | 35,995.69 | Materials | Canada | |
| 617520 | DBS SP | DBS Group Holdings Ltd | 137,540 | $5,698,780.12 | 2.00% | $5,698,780.12 | 2.00% | 117,589.50 | Financials | Singapore | |
| 609701 | 2 HK | CLP Holdings Ltd | 651,000 | $5,554,471.69 | 1.95% | $5,554,471.69 | 1.95% | 21,556.22 | Utilities | Hong Kong | |
| 46625H10 | JPM US | JPMorgan Chase & Co | 17,669 | $5,497,179.28 | 1.93% | $5,497,179.28 | 1.93% | 855,503.46 | Financials | United States | |
| 624899 | 9433 JP | KDDI Corp | 308,500 | $5,004,139.58 | 1.73% | $4,927,472.26 | 1.73% | 66,889.80 | Communication Services | Japan | |
| 03265410 | ADI US | Analog Devices Inc | 20,716 | $4,850,237.08 | 1.70% | $4,850,237.08 | 1.70% | 115,181.53 | Information Technology | United States | |
| G8705210 | TEL US | TE Connectivity PLC | 18,338 | $4,529,669.38 | 1.59% | $4,529,669.38 | 1.59% | 72,986.88 | Information Technology | United States | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 1,661 | $4,371,240.87 | 1.54% | $4,371,240.87 | 1.54% | 55,770.82 | Information Technology | Canada | |
| 62007630 | MSI US | Motorola Solutions Inc | 10,185 | $4,142,341.35 | 1.46% | $4,142,341.35 | 1.46% | 67,757.89 | Information Technology | United States | |
| BD2Z8S | IG IM | Italgas SpA | 359,063 | $3,762,114.36 | 1.32% | $3,762,114.36 | 1.32% | 10,631.53 | Utilities | Italy | |
| BYT934 | G24 GY | Scout24 SE | 32,489 | $3,752,334.27 | 1.32% | $3,752,334.27 | 1.32% | 8,662.16 | Communication Services | Germany | |
| 677381 | 005935 KS | Samsung Electronics Co Ltd IPS | 63,089 | $3,750,890.73 | 1.31% | $3,737,295.39 | 1.31% | 396,073.28 | Information Technology | South Korea | |
| 626705 | 4768 JP | Otsuka Corp | 187,700 | $3,714,781.65 | 1.30% | $3,714,781.65 | 1.30% | 7,520.69 | Information Technology | Japan | |
| 692737 | VMS SP | Venture Corp Ltd | 317,200 | $3,633,567.92 | 1.28% | $3,633,567.92 | 1.28% | 3,311.92 | Information Technology | Singapore | |
| B5VJH7 | BDO PM | BDO Unibank Inc | 1,522,699 | $3,454,210.99 | 1.21% | $3,454,210.99 | 1.21% | 12,098.80 | Financials | Philippines | |
| G3223R10 | EG US | Everest Group Ltd | 10,958 | $3,446,510.16 | 1.21% | $3,446,510.16 | 1.21% | 13,192.00 | Financials | United States | |
| 604321 | STE SP | Singapore Technologies Engineering Ltd | 496,300 | $3,237,236.48 | 1.14% | $3,237,236.48 | 1.14% | 20,367.23 | Industrials | Singapore | |
| 602730 | 6436 JP | Amano Corp | 120,100 | $3,231,558.63 | 1.12% | $3,190,509.38 | 1.12% | 1,888.97 | Information Technology | Japan | |
| 36955010 | GD US | General Dynamics Corp | 9,150 | $3,170,016.00 | 1.11% | $3,155,835.00 | 1.11% | 93,164.54 | Industrials | United States | |
| 98389B10 | XEL US | Xcel Energy Inc | 38,207 | $3,101,262.19 | 1.09% | $3,101,262.19 | 1.09% | 48,015.29 | Utilities | United States | |
| B4TP9G | DOL CN | Dollarama Inc | 23,126 | $3,007,557.50 | 1.06% | $3,006,025.50 | 1.06% | 35,906.84 | Consumer Discretionary | Canada | |
| 647449 | JFC PM | Jollibee Foods Corp | 802,150 | $2,952,348.17 | 1.04% | $2,952,348.17 | 1.04% | 4,124.63 | Consumer Discretionary | Philippines | |
| B02GKC | SUZB3 BZ | Suzano SA | 323,900 | $2,943,423.45 | 1.03% | $2,943,423.45 | 1.03% | 11,487.60 | Materials | Brazil | |
| 58933Y10 | MRK US | Merck & Co Inc | 33,172 | $2,852,128.56 | 1.00% | $2,852,128.56 | 1.00% | 215,219.98 | Health Care | United States | |
| 76075910 | RSG US | Republic Services Inc | 13,601 | $2,832,272.24 | 0.99% | $2,832,272.24 | 0.99% | 65,015.82 | Industrials | United States | |
| BD6K45 | CPG LN | Compass Group PLC | 82,674 | $2,738,028.70 | 0.96% | $2,738,028.70 | 0.96% | 56,216.13 | Consumer Discretionary | United Kingdom | |
| BLGZ98 | TSCO LN | Tesco PLC | 446,950 | $2,726,523.45 | 0.95% | $2,697,404.84 | 0.95% | 39,089.02 | Consumer Staples | United Kingdom | |
| 58013510 | MCD US | McDonald's Corp | 8,314 | $2,481,147.02 | 0.87% | $2,481,147.02 | 0.87% | 212,960.97 | Consumer Discretionary | United States | |
| 71344810 | PEP US | PepsiCo Inc | 16,984 | $2,481,192.56 | 0.87% | $2,481,192.56 | 0.87% | 199,997.21 | Consumer Staples | United States | |
| 87254010 | TJX US | TJX Cos Inc | 17,464 | $2,447,404.96 | 0.86% | $2,447,404.96 | 0.86% | 155,967.23 | Consumer Discretionary | United States | |
| 49436810 | KMB US | Kimberly-Clark Corp | 20,444 | $2,447,351.24 | 0.86% | $2,447,351.24 | 0.86% | 39,731.75 | Consumer Staples | United States | |
| 02360810 | AEE US | Ameren Corp | 23,479 | $2,395,327.58 | 0.84% | $2,395,327.58 | 0.84% | 27,587.22 | Utilities | United States | |
| 59156R10 | MET US | MetLife Inc | 29,796 | $2,378,316.72 | 0.84% | $2,378,316.72 | 0.84% | 53,226.21 | Financials | United States | |
| G1151C10 | ACN US | Accenture PLC | 9,454 | $2,380,367.24 | 0.83% | $2,364,445.40 | 0.83% | 155,526.19 | Information Technology | United States | |
| 12552310 | CI US | Cigna Group | 9,602 | $2,346,824.82 | 0.82% | $2,346,824.82 | 0.82% | 65,288.22 | Health Care | United States | |
| 26441C20 | DUK US | Duke Energy Corp | 18,865 | $2,344,919.50 | 0.82% | $2,344,919.50 | 0.82% | 96,705.40 | Utilities | United States | |
| 079737 | SRP LN | Serco Group PLC | 702,850 | $2,343,421.81 | 0.82% | $2,343,421.81 | 0.82% | 3,367.12 | Industrials | United Kingdom | |
| 642910 | 6501 JP | Hitachi Ltd | 66,500 | $2,304,279.80 | 0.81% | $2,294,769.97 | 0.81% | 158,099.68 | Industrials | Japan | |
| 92532F10 | VRTX US | Vertex Pharmaceuticals Inc | 5,386 | $2,292,120.02 | 0.81% | $2,292,120.02 | 0.81% | 109,112.17 | Health Care | United States | |
| 74271810 | PG US | Procter & Gamble Co | 15,213 | $2,303,655.91 | 0.80% | $2,287,578.81 | 0.80% | 351,374.69 | Consumer Staples | United States | |
| 37033410 | GIS US | General Mills Inc | 49,076 | $2,318,361.80 | 0.80% | $2,287,432.36 | 0.80% | 24,922.37 | Consumer Staples | United States | |
| H1467J10 | CB US | Chubb Ltd | 8,245 | $2,283,370.30 | 0.80% | $2,283,370.30 | 0.80% | 109,204.09 | Financials | United States | |
| 617149 | 4732 JP | USS Co Ltd | 201,100 | $2,252,439.50 | 0.78% | $2,220,960.35 | 0.78% | 5,234.88 | Consumer Discretionary | Japan | |
| 90225210 | TYL US | Tyler Technologies Inc | 4,553 | $2,168,411.78 | 0.76% | $2,168,411.78 | 0.76% | 20,492.39 | Information Technology | United States | |
| 598381 | ZURN SW | Zurich Insurance Group AG | 3,114 | $2,163,064.31 | 0.76% | $2,163,064.31 | 0.76% | 101,662.47 | Financials | Switzerland | |
| 677538 | 9065 JP | Sankyu Inc | 42,100 | $2,180,537.66 | 0.76% | $2,149,665.17 | 0.76% | 2,832.36 | Industrials | Japan | |
| 563828 | VIS SM | Viscofan SA | 33,882 | $2,105,015.31 | 0.74% | $2,105,015.31 | 0.74% | 2,967.04 | Consumer Staples | Spain | |
| B1YCHL | SBSP3 BZ | Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 85,700 | $2,099,988.10 | 0.74% | $2,099,988.10 | 0.74% | 16,748.69 | Utilities | Brazil | |
| 712387 | NESN SW | Nestle SA | 21,967 | $2,098,568.45 | 0.74% | $2,098,568.45 | 0.74% | 246,142.10 | Consumer Staples | Switzerland | |
| 028758 | BATS LN | British American Tobacco PLC | 40,775 | $2,124,460.57 | 0.73% | $2,091,221.23 | 0.73% | 112,056.64 | Consumer Staples | United Kingdom | |
| B2Q4CR | 3626 JP | TIS Inc | 59,600 | $2,069,597.69 | 0.72% | $2,055,505.81 | 0.72% | 8,147.30 | Information Technology | Japan | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 217,800 | $2,034,192.05 | 0.71% | $2,034,192.05 | 0.71% | 27,778.30 | Communication Services | Thailand | |
| 29261A10 | EHC US | Encompass Health Corp | 17,555 | $1,998,636.75 | 0.70% | $1,998,636.75 | 0.70% | 11,467.41 | Health Care | United States | |
| 30034W10 | EVRG US | Evergy Inc | 25,810 | $1,982,466.10 | 0.70% | $1,982,466.10 | 0.70% | 17,678.23 | Utilities | United States | |
| 695799 | 9021 JP | West Japan Railway Co | 95,700 | $1,989,686.59 | 0.69% | $1,962,933.62 | 0.69% | 9,470.09 | Industrials | Japan | |
| 07588710 | BDX US | Becton Dickinson & Co | 10,859 | $1,940,611.89 | 0.68% | $1,940,611.89 | 0.68% | 51,223.20 | Health Care | United States | |
| 42226A10 | HQY US | HealthEquity Inc | 20,235 | $1,913,826.30 | 0.67% | $1,913,826.30 | 0.67% | 8,173.70 | Health Care | United States | |
| 78467J10 | SSNC US | SS&C Technologies Holdings Inc | 22,128 | $1,879,109.76 | 0.66% | $1,879,109.76 | 0.66% | 20,722.81 | Industrials | United States | |
| G2918310 | ETN US | Eaton Corp PLC | 4,915 | $1,875,367.40 | 0.66% | $1,875,367.40 | 0.66% | 148,541.31 | Industrials | United States | |
| 517617 | ORA FP | Orange SA | 112,993 | $1,801,889.52 | 0.63% | $1,801,889.51 | 0.63% | 42,419.69 | Communication Services | France | |
| 77669610 | ROP US | Roper Technologies Inc | 4,011 | $1,789,507.65 | 0.63% | $1,789,507.65 | 0.63% | 48,011.99 | Information Technology | United States | |
| 12532H10 | GIB US | CGI Inc | 20,476 | $1,781,412.00 | 0.63% | $1,781,412.00 | 0.63% | 19,445.63 | Information Technology | Canada | |
| B128R9 | EQTL3 BZ | Equatorial Energia SA | 247,896 | $1,688,749.60 | 0.59% | $1,688,749.60 | 0.59% | 8,552.92 | Utilities | Brazil | |
| 02581610 | AXP US | American Express Co | 4,676 | $1,690,734.90 | 0.59% | $1,686,773.48 | 0.59% | 248,542.97 | Financials | United States | |
| BDVLJ7 | 271560 KS | Orion Corp/Republic of Korea | 24,076 | $1,678,011.44 | 0.59% | $1,678,011.44 | 0.59% | 2,755.53 | Consumer Staples | South Korea | |
| 87936010 | TDY US | Teledyne Technologies Inc | 3,161 | $1,665,278.02 | 0.58% | $1,665,278.02 | 0.58% | 24,734.72 | Information Technology | United States | |
| 78008710 | RY US | Royal Bank of Canada | 11,330 | $1,670,419.29 | 0.58% | $1,659,845.00 | 0.58% | 205,838.95 | Financials | Canada | |
| 239254 | GRUMAB MM | Gruma SAB de CV | 97,004 | $1,646,225.00 | 0.58% | $1,646,225.00 | 0.58% | 6,285.49 | Consumer Staples | Mexico | |
| 52532710 | LDOS US | Leidos Holdings Inc | 8,606 | $1,639,184.82 | 0.58% | $1,639,184.82 | 0.58% | 24,436.79 | Industrials | United States | |
| 615525 | 000810 KS | Samsung Fire & Marine Insurance Co Ltd | 5,210 | $1,614,469.21 | 0.57% | $1,614,469.21 | 0.57% | 14,257.89 | Financials | South Korea | |
| 613674 | 4684 JP | Obic Co Ltd | 51,900 | $1,624,057.23 | 0.57% | $1,612,129.65 | 0.57% | 15,468.99 | Information Technology | Japan | |
| B06QFB | IGG LN | IG Group Holdings PLC | 109,334 | $1,600,061.32 | 0.56% | $1,600,061.32 | 0.56% | 5,041.75 | Financials | United Kingdom | |
| 03076C10 | AMP US | Ameriprise Financial Inc | 3,476 | $1,573,828.52 | 0.55% | $1,573,828.52 | 0.55% | 42,683.34 | Financials | United States | |
| 282388 | AC* MM | Arca Continental SAB de CV | 161,791 | $1,567,008.78 | 0.55% | $1,567,008.78 | 0.55% | 16,447.65 | Consumer Staples | Mexico | |
| 567173 | SAN FP | Sanofi SA | 15,494 | $1,564,462.34 | 0.55% | $1,564,462.34 | 0.55% | 123,940.17 | Health Care | France | |
| 60920710 | MDLZ US | Mondelez International Inc | 25,787 | $1,481,721.02 | 0.52% | $1,481,721.02 | 0.52% | 74,144.00 | Consumer Staples | United States | |
| 74968510 | RPM US | RPM International Inc | 13,556 | $1,481,399.68 | 0.52% | $1,481,399.68 | 0.52% | 14,011.77 | Materials | United States | |
| 649374 | 2503 JP | Kirin Holdings Co Ltd | 104,900 | $1,473,337.55 | 0.52% | $1,473,337.55 | 0.52% | 12,837.28 | Consumer Staples | Japan | |
| 04956010 | ATO US | Atmos Energy Corp | 8,488 | $1,457,559.36 | 0.51% | $1,457,559.36 | 0.51% | 27,565.11 | Utilities | United States | |
| G5960L10 | MDT US | Medtronic PLC | 15,629 | $1,417,550.30 | 0.50% | $1,417,550.30 | 0.50% | 116,339.61 | Health Care | United States | |
| 48248010 | KLAC US | KLA Corp | 1,132 | $1,368,293.68 | 0.48% | $1,368,293.68 | 0.48% | 159,581.48 | Information Technology | United States | |
| 92826C83 | V US | Visa Inc | 3,944 | $1,343,878.56 | 0.47% | $1,343,878.56 | 0.47% | 654,220.80 | Financials | United States | |
| 05333210 | AZO US | AutoZone Inc | 362 | $1,330,143.66 | 0.47% | $1,330,143.66 | 0.47% | 61,234.38 | Consumer Discretionary | United States | |
| 03783310 | AAPL US | Apple Inc | 4,850 | $1,311,294.50 | 0.46% | $1,311,294.50 | 0.46% | 4,012,396.24 | Information Technology | United States | |
| 271577 | QBR/B CN | Quebecor Inc | 41,091 | $1,310,763.50 | 0.46% | $1,310,763.50 | 0.46% | 7,327.08 | Communication Services | Canada | |
| 00287Y10 | ABBV US | AbbVie Inc | 5,859 | $1,287,105.12 | 0.45% | $1,277,496.36 | 0.45% | 385,180.35 | Health Care | United States | |
| 05348410 | AVB US | AvalonBay Communities Inc REIT | 7,289 | $1,267,702.88 | 0.45% | $1,267,702.88 | 0.45% | 24,810.38 | Real Estate | United States | |
| 71708110 | PFE US | Pfizer Inc | 50,969 | $1,256,385.85 | 0.44% | $1,256,385.85 | 0.44% | 140,148.81 | Health Care | United States | |
| B0LMTQ | 939 HK | China Construction Bank Corp | 1,264,000 | $1,252,523.95 | 0.44% | $1,252,523.95 | 0.44% | 259,225.27 | Financials | China | |
| B1L95G | AKRBP NO | Aker BP ASA | 48,251 | $1,282,494.79 | 0.44% | $1,252,332.39 | 0.44% | 16,403.84 | Energy | Norway | |
| 41651510 | HIG US | Hartford Insurance Group Inc | 10,019 | $1,244,159.42 | 0.44% | $1,244,159.42 | 0.44% | 34,724.95 | Financials | United States | |
| M2246510 | CHKP US | Check Point Software Technologies Ltd | 6,225 | $1,218,108.00 | 0.43% | $1,218,108.00 | 0.43% | 21,205.65 | Information Technology | Israel | |
| 87403910 | TSM US | Taiwan Semiconductor Manufacturing Co Ltd ADR | 3,823 | $1,148,543.89 | 0.40% | $1,148,543.89 | 0.40% | 1,558,210.24 | Information Technology | Taiwan | |
| B15C55 | TTE FP | TotalEnergies SE | 18,023 | $1,120,768.68 | 0.39% | $1,120,768.68 | 0.39% | 137,217.54 | Energy | France | |
| 09857L10 | BKNG US | Booking Holdings Inc | 220 | $1,117,102.80 | 0.39% | $1,117,102.80 | 0.39% | 164,041.47 | Consumer Discretionary | United States | |
| 57636Q10 | MA US | Mastercard Inc | 2,022 | $1,117,711.42 | 0.39% | $1,116,123.78 | 0.39% | 496,791.00 | Financials | United States | |
| G8473T10 | STE US | STERIS PLC | 4,684 | $1,104,018.80 | 0.39% | $1,104,018.80 | 0.39% | 23,216.45 | Health Care | United States | |
| 24419910 | DE US | Deere & Co | 2,388 | $1,106,471.04 | 0.39% | $1,102,372.44 | 0.39% | 124,792.16 | Industrials | United States | |
| 246614 | ENB CN | Enbridge Inc | 23,476 | $1,094,670.71 | 0.38% | $1,094,670.71 | 0.38% | 101,698.62 | Energy | Canada | |
| 40171V10 | GWRE US | Guidewire Software Inc | 4,648 | $1,085,958.72 | 0.38% | $1,085,958.72 | 0.38% | 19,749.72 | Information Technology | United States | |
| CASH_USD | CASH_USD | Cash | - | 2,453,514.89 | 0.86% | 2,448,367.83 | 0.86% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 1,389,442.20 | 0.49% | 1,389,618.13 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | 580,926.68 | 0.20% | 580,926.68 | - | - | - | United States | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 242,350.48 | 0.09% | 242,350.48 | - | - | - | Japan | |
| CAPUSD | CAPUSD | CAPUSD | - | 105,796.98 | 0.04% | 105,796.98 | - | - | - | United States | |
| CASH_GBP | CASH_GBP | British Pounds | - | 62,357.95 | 0.02% | 62,357.95 | - | - | - | United Kingdom | |
| CASH_NOK | CASH_NOK | Norwegian Krone | - | 30,162.40 | 0.01% | 30,162.40 | - | - | - | Norway | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 26,685.56 | 0.01% | 26,685.56 | - | - | - | Canada | |
| CASH_KRW | CASH_KRW | South Korea Won | - | 13,595.34 | 0.00% | 13,595.34 | - | - | - | South Korea | |
| CASH_EUR | CASH_EUR | Euro | - | 178.15 | 0.00% | 178.15 | - | - | - | Germany | |
| CASH_PHP | CASH_PHP | Philippine Peso | - | 1.54 | 0.00% | 1.54 | - | - | - | Philippines | |
| CASH_THB | CASH_THB | Baht Thailand | - | -3,305.38 | -0.00% | -3,305.38 | - | - | - | Thailand | |
| CASH_DERV | - | Other | - | 0.03 | 0.00% | 5,147.09 | 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.
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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.
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