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 01-31-26)
|
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 | 11,850 | $9,849,838.50 | 3.29% | $9,849,838.50 | 3.29% | 103,070.04 | Health Care | United States | |
| 711038 | ROG SW | Roche Holding AG | 21,059 | $9,553,575.19 | 3.20% | $9,553,575.19 | 3.20% | 361,255.34 | Health Care | Switzerland | |
| 47816010 | JNJ US | Johnson & Johnson | 38,448 | $8,737,308.00 | 2.92% | $8,737,308.00 | 2.92% | 547,512.33 | Health Care | United States | |
| 19416210 | CL US | Colgate-Palmolive Co | 81,516 | $7,402,615.12 | 2.46% | $7,360,079.64 | 2.46% | 72,779.61 | Consumer Staples | United States | |
| B29NF3 | FNV CN | Franco-Nevada Corp | 31,168 | $7,295,919.16 | 2.44% | $7,295,919.16 | 2.44% | 45,125.97 | Materials | Canada | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 21,523 | $7,274,774.00 | 2.43% | $7,274,774.00 | 2.43% | 4,082,026.00 | Communication Services | United States | |
| 59491810 | MSFT US | Microsoft Corp | 16,237 | $6,986,618.73 | 2.34% | $6,986,618.73 | 2.34% | 3,196,624.41 | Information Technology | United States | |
| 595607 | KPN NA | Koninklijke KPN NV | 1,418,373 | $6,906,650.73 | 2.31% | $6,906,650.73 | 2.31% | 18,637.53 | Communication Services | Netherlands | |
| 03265410 | ADI US | Analog Devices Inc | 20,677 | $6,428,065.76 | 2.15% | $6,428,065.76 | 2.15% | 152,223.64 | Information Technology | United States | |
| 617520 | DBS SP | DBS Group Holdings Ltd | 137,340 | $6,391,422.06 | 2.14% | $6,391,422.06 | 2.14% | 132,073.64 | Financials | Singapore | |
| 609701 | 2 HK | CLP Holdings Ltd | 649,500 | $6,148,221.99 | 2.06% | $6,148,221.99 | 2.06% | 23,915.60 | Utilities | Hong Kong | |
| 46625H10 | JPM US | JPMorgan Chase & Co | 17,635 | $5,394,370.15 | 1.80% | $5,394,370.15 | 1.80% | 832,712.78 | Financials | United States | |
| 36955010 | GD US | General Dynamics Corp | 13,708 | $4,833,375.72 | 1.61% | $4,812,741.72 | 1.61% | 94,931.23 | Industrials | United States | |
| 62007630 | MSI US | Motorola Solutions Inc | 10,166 | $4,092,221.64 | 1.37% | $4,092,221.64 | 1.37% | 67,103.42 | Information Technology | United States | |
| 692737 | VMS SP | Venture Corp Ltd | 316,600 | $4,069,184.81 | 1.36% | $4,069,184.81 | 1.36% | 3,715.94 | Information Technology | Singapore | |
| 624899 | 9433 JP | KDDI Corp | 229,000 | $3,856,865.47 | 1.29% | $3,856,865.47 | 1.29% | 70,532.60 | Communication Services | Japan | |
| 677381 | 005935 KS | Samsung Electronics Co Ltd IPS | 47,245 | $3,872,800.45 | 1.29% | $3,853,385.44 | 1.29% | 532,248.60 | Information Technology | South Korea | |
| 626705 | 4768 JP | Otsuka Corp | 187,400 | $3,756,996.64 | 1.24% | $3,707,797.88 | 1.24% | 7,518.56 | Information Technology | Japan | |
| G3223R10 | EG US | Everest Group Ltd | 10,937 | $3,623,209.36 | 1.21% | $3,623,209.36 | 1.21% | 13,906.49 | Financials | United States | |
| B5VJH7 | BDO PM | BDO Unibank Inc | 1,519,829 | $3,484,632.69 | 1.17% | $3,484,632.69 | 1.17% | 12,230.73 | Financials | Philippines | |
| G8705210 | TEL US | TE Connectivity PLC | 15,306 | $3,409,870.68 | 1.14% | $3,409,870.68 | 1.14% | 65,432.71 | Information Technology | United States | |
| 74271810 | PG US | Procter & Gamble Co | 22,188 | $3,391,002.41 | 1.13% | $3,367,472.76 | 1.13% | 352,713.63 | Consumer Staples | United States | |
| BYT934 | G24 GY | Scout24 SE | 32,429 | $3,230,858.06 | 1.08% | $3,230,858.06 | 1.08% | 7,472.15 | Communication Services | Germany | |
| B4TP9G | DOL CN | Dollarama Inc | 23,082 | $3,112,128.64 | 1.04% | $3,110,598.91 | 1.04% | 36,896.11 | Consumer Discretionary | Canada | |
| BDVLJ7 | 271560 KS | Orion Corp/Republic of Korea | 38,032 | $3,104,599.14 | 1.04% | $3,104,599.14 | 1.04% | 3,227.38 | Consumer Staples | South Korea | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 1,658 | $3,059,881.53 | 1.02% | $3,059,881.53 | 1.02% | 39,110.38 | Information Technology | Canada | |
| 602730 | 6436 JP | Amano Corp | 119,900 | $3,032,363.66 | 1.01% | $3,032,363.66 | 1.01% | 1,798.33 | Information Technology | Japan | |
| B02GKC | SUZB3 BZ | Suzano SA | 323,400 | $3,100,214.63 | 1.01% | $3,031,366.11 | 1.01% | 11,849.11 | Materials | Brazil | |
| 77669610 | ROP US | Roper Technologies Inc | 8,059 | $2,991,742.57 | 1.00% | $2,991,742.57 | 1.00% | 39,958.24 | Information Technology | United States | |
| 76075910 | RSG US | Republic Services Inc | 13,575 | $2,919,846.75 | 0.98% | $2,919,846.75 | 0.98% | 66,677.90 | Industrials | United States | |
| 98389B10 | XEL US | Xcel Energy Inc | 38,135 | $2,900,548.10 | 0.97% | $2,900,548.10 | 0.97% | 44,992.52 | Utilities | United States | |
| 647449 | JFC PM | Jollibee Foods Corp | 800,640 | $2,787,530.68 | 0.93% | $2,787,530.68 | 0.93% | 3,901.72 | Consumer Discretionary | Philippines | |
| 12552310 | CI US | Cigna Group | 9,584 | $2,627,070.24 | 0.88% | $2,627,070.24 | 0.88% | 73,221.86 | Health Care | United States | |
| 58013510 | MCD US | McDonald's Corp | 8,299 | $2,614,185.00 | 0.87% | $2,614,185.00 | 0.87% | 224,328.62 | Consumer Discretionary | United States | |
| 87254010 | TJX US | TJX Cos Inc | 17,431 | $2,611,338.11 | 0.87% | $2,611,338.11 | 0.87% | 166,359.06 | Consumer Discretionary | United States | |
| 71344810 | PEP US | PepsiCo Inc | 16,951 | $2,604,182.13 | 0.87% | $2,604,182.13 | 0.87% | 210,319.47 | Consumer Staples | United States | |
| 58933Y10 | MRK US | Merck & Co Inc | 23,573 | $2,599,394.71 | 0.87% | $2,599,394.71 | 0.87% | 274,279.97 | Health Care | United States | |
| BLGZ98 | TSCO LN | Tesco PLC | 446,108 | $2,595,556.37 | 0.87% | $2,595,556.36 | 0.87% | 37,349.70 | Consumer Staples | United Kingdom | |
| H1467J10 | CB US | Chubb Ltd | 8,229 | $2,547,369.24 | 0.85% | $2,547,369.24 | 0.85% | 122,066.94 | Financials | United States | |
| BD2Z8S | IG IM | Italgas SpA | 212,481 | $2,546,348.61 | 0.85% | $2,546,348.61 | 0.85% | 12,171.87 | Utilities | Italy | |
| 63741710 | NNN US | NNN REIT Inc REIT | 60,999 | $2,578,427.73 | 0.85% | $2,541,828.33 | 0.85% | 7,914.00 | Real Estate | United States | |
| 677538 | 9065 JP | Sankyu Inc | 42,000 | $2,495,955.03 | 0.83% | $2,495,955.03 | 0.83% | 3,296.46 | Industrials | Japan | |
| G1151C10 | ACN US | Accenture PLC | 9,435 | $2,502,876.24 | 0.83% | $2,487,443.40 | 0.83% | 162,232.46 | Information Technology | United States | |
| BD6K45 | CPG LN | Compass Group PLC | 82,518 | $2,505,272.49 | 0.83% | $2,469,418.36 | 0.83% | 50,886.77 | Consumer Discretionary | United Kingdom | |
| 028758 | BATS LN | British American Tobacco PLC | 40,699 | $2,470,578.83 | 0.82% | $2,437,015.26 | 0.82% | 130,619.77 | Consumer Staples | United Kingdom | |
| 92276F10 | VTR US | Ventas Inc REIT | 31,368 | $2,436,352.56 | 0.81% | $2,436,352.56 | 0.81% | 36,484.15 | Real Estate | United States | |
| 92936U10 | WPC US | WP Carey Inc REIT | 34,759 | $2,424,440.25 | 0.81% | $2,424,440.25 | 0.81% | 15,285.37 | Real Estate | United States | |
| 02360810 | AEE US | Ameren Corp | 23,434 | $2,420,263.52 | 0.81% | $2,420,263.52 | 0.81% | 27,937.24 | Utilities | United States | |
| 59156R10 | MET US | MetLife Inc | 29,740 | $2,345,891.20 | 0.78% | $2,345,891.20 | 0.78% | 52,117.99 | Financials | United States | |
| 563828 | VIS SM | Viscofan SA | 34,776 | $2,324,905.66 | 0.78% | $2,324,905.66 | 0.78% | 3,283.95 | Consumer Staples | Spain | |
| 26441C20 | DUK US | Duke Energy Corp | 18,830 | $2,285,020.50 | 0.76% | $2,285,020.50 | 0.76% | 94,410.30 | Utilities | United States | |
| 37033410 | GIS US | General Mills Inc | 48,985 | $2,296,030.65 | 0.76% | $2,266,046.10 | 0.76% | 24,684.34 | Consumer Staples | United States | |
| 645581 | ICT PM | International Container Terminal Services Inc | 203,580 | $2,219,722.32 | 0.74% | $2,219,722.32 | 0.74% | 22,010.81 | Industrials | Philippines | |
| 617149 | 4732 JP | USS Co Ltd | 200,800 | $2,214,820.37 | 0.74% | $2,214,820.37 | 0.74% | 5,228.21 | Consumer Discretionary | Japan | |
| 598381 | ZURN SW | Zurich Insurance Group AG | 3,106 | $2,205,800.40 | 0.74% | $2,205,800.40 | 0.74% | 103,938.05 | Financials | Switzerland | |
| 07588710 | BDX US | Becton Dickinson & Co | 10,837 | $2,205,112.76 | 0.74% | $2,205,112.76 | 0.74% | 58,073.60 | Health Care | United States | |
| 604321 | STE SP | Singapore Technologies Engineering Ltd | 285,900 | $2,202,515.53 | 0.74% | $2,202,515.53 | 0.74% | 24,055.07 | Industrials | Singapore | |
| 29261A10 | EHC US | Encompass Health Corp | 22,310 | $2,108,964.30 | 0.71% | $2,108,964.30 | 0.71% | 9,519.17 | Health Care | United States | |
| 517617 | ORA FP | Orange SA | 112,780 | $2,088,140.53 | 0.70% | $2,088,140.53 | 0.70% | 49,251.39 | Communication Services | France | |
| 87403910 | TSM US | Taiwan Semiconductor Manufacturing Co Ltd ADR | 6,249 | $2,065,669.44 | 0.69% | $2,065,669.44 | 0.69% | 1,714,451.09 | Information Technology | Taiwan | |
| 49436810 | KMB US | Kimberly-Clark Corp | 20,406 | $2,040,395.94 | 0.68% | $2,040,395.94 | 0.68% | 33,186.68 | Consumer Staples | United States | |
| B06QFB | IGG LN | IG Group Holdings PLC | 109,128 | $2,018,878.04 | 0.68% | $2,018,878.04 | 0.68% | 6,319.68 | Financials | United Kingdom | |
| N6596X10 | NXPI US | NXP Semiconductors NV | 8,921 | $2,017,394.94 | 0.67% | $2,017,394.94 | 0.67% | 57,015.55 | Information Technology | United States | |
| 30034W10 | EVRG US | Evergy Inc | 25,761 | $1,976,641.53 | 0.66% | $1,976,641.53 | 0.66% | 17,664.33 | Utilities | United States | |
| 87936010 | TDY US | Teledyne Technologies Inc | 3,154 | $1,956,426.20 | 0.65% | $1,956,426.20 | 0.65% | 29,123.70 | Information Technology | United States | |
| 78008710 | RY US | Royal Bank of Canada | 11,308 | $1,891,345.42 | 0.63% | $1,879,728.84 | 0.63% | 232,757.24 | Financials | Canada | |
| 03076C10 | AMP US | Ameriprise Financial Inc | 3,470 | $1,829,349.30 | 0.61% | $1,829,349.30 | 0.61% | 48,978.96 | Financials | United States | |
| 282388 | AC* MM | Arca Continental SAB de CV | 161,486 | $1,819,813.05 | 0.61% | $1,819,813.05 | 0.61% | 19,137.21 | Consumer Staples | Mexico | |
| 78467J10 | SSNC US | SS&C Technologies Holdings Inc | 22,086 | $1,808,622.54 | 0.60% | $1,808,622.54 | 0.60% | 19,983.40 | Industrials | United States | |
| 92532F10 | VRTX US | Vertex Pharmaceuticals Inc | 3,802 | $1,786,559.80 | 0.60% | $1,786,559.80 | 0.60% | 119,331.57 | Health Care | United States | |
| 12532H10 | GIB US | CGI Inc | 20,437 | $1,753,085.86 | 0.59% | $1,753,085.86 | 0.59% | 18,326.81 | Information Technology | Canada | |
| 246614 | ENB CN | Enbridge Inc | 35,908 | $1,752,876.85 | 0.59% | $1,752,876.85 | 0.59% | 106,480.66 | Energy | Canada | |
| 239254 | GRUMAB MM | Gruma SAB de CV | 96,821 | $1,743,453.91 | 0.58% | $1,743,453.91 | 0.58% | 6,669.30 | Consumer Staples | Mexico | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 157,100 | $1,742,504.37 | 0.58% | $1,742,504.37 | 0.58% | 32,989.01 | Communication Services | Thailand | |
| B1YCHL | SBSP3 BZ | Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 64,873 | $1,772,544.60 | 0.58% | $1,740,794.27 | 0.58% | 18,891.46 | Utilities | Brazil | |
| B2Q4CR | 3626 JP | TIS Inc | 59,500 | $1,729,329.28 | 0.58% | $1,729,329.28 | 0.58% | 6,865.97 | Information Technology | Japan | |
| 656039 | 035420 KS | NAVER Corp | 8,909 | $1,702,080.73 | 0.57% | $1,702,080.73 | 0.57% | 29,966.98 | Communication Services | South Korea | |
| 90225210 | TYL US | Tyler Technologies Inc | 4,545 | $1,678,923.00 | 0.56% | $1,678,923.00 | 0.56% | 15,894.44 | Information Technology | United States | |
| 57636Q10 | MA US | Mastercard Inc | 3,115 | $1,680,093.47 | 0.56% | $1,678,330.85 | 0.56% | 481,678.26 | Financials | United States | |
| 75884910 | REG US | Regency Centers Corp REIT | 22,899 | $1,668,650.13 | 0.56% | $1,668,650.13 | 0.56% | 13,327.99 | Real Estate | United States | |
| 02581610 | AXP US | American Express Co | 4,667 | $1,647,417.45 | 0.55% | $1,643,577.39 | 0.55% | 242,592.87 | Financials | United States | |
| 52532710 | LDOS US | Leidos Holdings Inc | 8,588 | $1,616,948.64 | 0.54% | $1,616,948.64 | 0.54% | 24,072.57 | Industrials | United States | |
| 649374 | 2503 JP | Kirin Holdings Co Ltd | 104,600 | $1,639,310.55 | 0.54% | $1,616,717.50 | 0.54% | 14,126.96 | Consumer Staples | Japan | |
| 48248010 | KLAC US | KLA Corp | 1,130 | $1,613,572.20 | 0.54% | $1,613,572.20 | 0.54% | 187,796.96 | Information Technology | United States | |
| G5960L10 | MDT US | Medtronic PLC | 15,599 | $1,606,073.04 | 0.54% | $1,606,073.04 | 0.54% | 131,996.18 | Health Care | United States | |
| 60920710 | MDLZ US | Mondelez International Inc | 25,739 | $1,504,959.33 | 0.50% | $1,504,959.33 | 0.50% | 75,447.26 | Consumer Staples | United States | |
| 271577 | QBR/B CN | Quebecor Inc | 41,014 | $1,496,100.60 | 0.50% | $1,496,100.60 | 0.50% | 8,342.25 | Communication Services | Canada | |
| 74968510 | RPM US | RPM International Inc | 13,530 | $1,447,168.80 | 0.48% | $1,447,168.80 | 0.48% | 13,699.01 | Materials | United States | |
| 642910 | 6501 JP | Hitachi Ltd | 41,600 | $1,441,054.54 | 0.48% | $1,441,054.54 | 0.48% | 158,708.64 | Industrials | Japan | |
| 613674 | 4684 JP | Obic Co Ltd | 51,800 | $1,438,256.66 | 0.48% | $1,438,256.66 | 0.48% | 13,827.26 | Information Technology | Japan | |
| BMXX64 | SAMPO FH | Sampo OYJ | 127,936 | $1,425,500.01 | 0.48% | $1,425,500.01 | 0.48% | 29,839.04 | Financials | Finland | |
| 04956010 | ATO US | Atmos Energy Corp | 8,473 | $1,409,398.82 | 0.47% | $1,409,398.82 | 0.47% | 26,905.16 | Utilities | United States | |
| B1L95G | AKRBP NO | Aker BP ASA | 48,160 | $1,407,219.15 | 0.47% | $1,407,219.15 | 0.47% | 18,467.48 | Energy | Norway | |
| 695799 | 9021 JP | West Japan Railway Co | 68,200 | $1,392,115.53 | 0.47% | $1,392,115.53 | 0.47% | 9,299.03 | Industrials | Japan | |
| 46120210 | INTU US | Intuit Inc | 2,721 | $1,357,561.32 | 0.45% | $1,357,561.32 | 0.45% | 138,953.71 | Information Technology | United States | |
| 41651510 | HIG US | Hartford Insurance Group Inc | 10,000 | $1,350,600.00 | 0.45% | $1,350,600.00 | 0.45% | 37,634.51 | Financials | United States | |
| 71708110 | PFE US | Pfizer Inc | 50,873 | $1,367,033.19 | 0.45% | $1,345,082.12 | 0.45% | 150,337.84 | Health Care | United States | |
| 05333210 | AZO US | AutoZone Inc | 362 | $1,340,952.98 | 0.45% | $1,340,952.98 | 0.45% | 61,435.65 | Consumer Discretionary | United States | |
| 67103H10 | ORLY US | O'Reilly Automotive Inc | 13,456 | $1,324,204.96 | 0.44% | $1,324,204.96 | 0.44% | 83,336.74 | Consumer Discretionary | United States | |
| 00287Y10 | ABBV US | AbbVie Inc | 5,848 | $1,314,314.12 | 0.44% | $1,304,162.48 | 0.44% | 394,144.44 | Health Care | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 17,989 | $1,303,917.42 | 0.44% | $1,303,917.42 | 0.44% | 159,942.47 | Energy | France | |
| 05348410 | AVB US | AvalonBay Communities Inc REIT | 7,276 | $1,292,726.92 | 0.43% | $1,292,726.92 | 0.43% | 25,157.17 | Real Estate | United States | |
| 92826C83 | V US | Visa Inc | 3,935 | $1,266,401.05 | 0.42% | $1,266,401.05 | 0.42% | 617,269.94 | Financials | United States | |
| 03783310 | AAPL US | Apple Inc | 4,840 | $1,255,883.20 | 0.42% | $1,255,883.20 | 0.42% | 3,815,057.37 | Information Technology | United States | |
| G8473T10 | STE US | STERIS PLC | 4,675 | $1,227,655.00 | 0.41% | $1,227,655.00 | 0.41% | 25,773.40 | Health Care | United States | |
| M2246510 | CHKP US | Check Point Software Technologies Ltd | 6,213 | $1,115,295.63 | 0.37% | $1,115,295.63 | 0.37% | 19,453.32 | Information Technology | Israel | |
| 09857L10 | BKNG US | Booking Holdings Inc | 220 | $1,100,404.80 | 0.37% | $1,100,404.80 | 0.37% | 161,589.44 | Consumer Discretionary | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | 1,239,381.88 | 0.41% | 1,236,563.15 | 0.41% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 1,073,291.36 | 0.36% | 1,073,427.26 | - | - | - | United States | |
| CAPUSD | CAPUSD | CAPUSD | - | 219,142.36 | 0.07% | 219,142.36 | - | - | - | United States | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | 105,944.29 | 0.04% | 105,944.29 | - | - | - | Brazil | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 71,791.81 | 0.02% | 71,791.81 | - | - | - | Japan | |
| CASH_GBP | CASH_GBP | British Pounds | - | 69,417.70 | 0.02% | 69,417.70 | - | - | - | United Kingdom | |
| CASH_KRW | CASH_KRW | South Korea Won | - | 19,415.79 | 0.01% | 19,415.79 | - | - | - | South Korea | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 1,551.49 | 0.00% | 1,551.49 | - | - | - | Canada | |
| CASH_PHP | CASH_PHP | Philippine Peso | - | 1.53 | 0.00% | 1.53 | - | - | - | Philippines | |
| CASH_USD | CASH_USD | Us Dollars | - | -324,129.09 | -0.11% | -324,129.09 | - | - | - | United States | |
| CASH_DERV | - | Other | - | 0.03 | 0.00% | 2,818.76 | 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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