Full & Historical Holdings
Research International Portfolio
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) |
Sectors
The sectors described and the associated portfolio composition are based on MFS' own sector classification methodology which differs from industry classification standards, including the standard that is associated with the benchmark composition presented. The variance in sector weights between the portfolio and the benchmark would be different if an industry classification standard was used. |
Country | |
| 711038 | ROG SW | Roche Holding AG | 25,483 | $12,163,960.46 | 3.18% | $12,163,960.46 | 3.18% | 379,777.15 | Health Care | Switzerland | |
| 659101 | 8411 JP | Mizuho Financial Group Inc | 260,400 | $11,924,057.25 | 3.12% | $11,924,057.25 | 3.12% | 114,013.43 | Financials | Japan | |
| 483410 | SU FP | Schneider Electric SE | 33,587 | $10,981,226.66 | 2.87% | $10,981,226.66 | 2.87% | 188,689.46 | Industrials | France | |
| 642910 | 6501 JP | Hitachi Ltd | 282,700 | $9,460,443.76 | 2.47% | $9,460,443.76 | 2.47% | 153,320.13 | Industrials | Japan | |
| 710306 | NOVN SW | Novartis AG | 52,011 | $8,828,036.03 | 2.31% | $8,828,036.03 | 2.31% | 358,549.86 | Health Care | Switzerland | |
| B929F4 | ASML NA | ASML Holding NV | 5,166 | $7,528,853.18 | 1.97% | $7,528,853.18 | 1.97% | 565,680.76 | Information Technology | Netherlands | |
| 688910 | 2330 TT | Taiwan Semiconductor Manufacturing Co Ltd | 111,804 | $7,025,310.36 | 1.84% | $7,025,310.36 | 1.84% | 1,629,494.80 | Information Technology | Taiwan | |
| G5495010 | LIN US | Linde PLC | 13,240 | $6,726,979.20 | 1.76% | $6,726,979.20 | 1.76% | 237,247.45 | Materials | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 79,653 | $6,332,258.02 | 1.66% | $6,332,258.02 | 1.66% | 175,419.23 | Energy | France | |
| 689567 | 8035 JP | Tokyo Electron Ltd | 21,700 | $6,115,435.60 | 1.60% | $6,115,435.60 | 1.60% | 132,914.26 | Information Technology | Japan | |
| 313486 | BARC LN | Barclays PLC | 915,532 | $5,656,432.65 | 1.46% | $5,587,338.93 | 1.46% | 84,220.65 | Financials | United Kingdom | |
| BZ5739 | INGA NA | ING Groep NV | 191,209 | $5,564,718.81 | 1.46% | $5,564,718.81 | 1.46% | 84,990.37 | Financials | Netherlands | |
| 730968 | BNP FP | BNP Paribas SA | 49,259 | $5,558,523.49 | 1.45% | $5,558,523.49 | 1.45% | 126,021.12 | Financials | France | |
| 028758 | BATS LN | British American Tobacco PLC | 87,403 | $5,465,393.50 | 1.43% | $5,465,393.50 | 1.43% | 136,005.80 | Consumer Staples | United Kingdom | |
| B11ZRK | LR FP | Legrand SA | 29,174 | $5,303,516.95 | 1.39% | $5,303,516.95 | 1.39% | 47,673.43 | Industrials | France | |
| BMX86B | HLN LN | Haleon PLC | 960,530 | $5,251,617.14 | 1.37% | $5,251,617.14 | 1.37% | 48,697.16 | Health Care | United Kingdom | |
| BDR05C | NG/ LN | National Grid PLC | 275,895 | $5,171,875.66 | 1.35% | $5,171,875.66 | 1.35% | 93,190.89 | Utilities | United Kingdom | |
| 411609 | BPE IM | BPER Banca SPA | 351,380 | $4,986,439.20 | 1.30% | $4,986,439.20 | 1.30% | 27,876.64 | Financials | Italy | |
| 289722 | TD CN | Toronto-Dominion Bank | 50,649 | $4,934,012.04 | 1.29% | $4,934,012.04 | 1.29% | 164,583.58 | Financials | Canada | |
| B4TX8S | 1299 HK | AIA Group Ltd | 440,400 | $4,886,202.93 | 1.28% | $4,886,202.93 | 1.28% | 116,587.93 | Financials | Hong Kong | |
| BNBNSG | ENX FP | Euronext NV | 29,337 | $4,853,043.89 | 1.27% | $4,853,043.89 | 1.27% | 17,152.80 | Financials | France | |
| 677172 | 005930 KS | Samsung Electronics Co Ltd | 31,953 | $4,821,461.70 | 1.26% | $4,809,054.22 | 1.26% | 997,868.59 | Information Technology | South Korea | |
| BRJL17 | UBSG SW | UBS Group AG | 107,517 | $4,476,320.70 | 1.17% | $4,476,320.70 | 1.17% | 139,122.11 | Financials | Switzerland | |
| BD1RP6 | BIRG ID | Bank of Ireland Group PLC | 228,464 | $4,463,673.89 | 1.17% | $4,463,673.89 | 1.17% | 18,612.98 | Financials | Ireland | |
| 550190 | BBVA SM | Banco Bilbao Vizcaya Argentaria SA | 190,235 | $4,439,438.10 | 1.16% | $4,439,438.10 | 1.16% | 133,227.92 | Financials | Spain | |
| B09DHL | MTX GY | MTU Aero Engines AG | 10,269 | $4,433,708.94 | 1.16% | $4,433,708.94 | 1.16% | 23,239.08 | Industrials | Germany | |
| 659704 | 6503 JP | Mitsubishi Electric Corp | 113,600 | $4,358,067.43 | 1.14% | $4,358,067.43 | 1.14% | 81,069.33 | Industrials | Japan | |
| B4T3BW | GLEN LN | Glencore PLC | 595,109 | $4,282,672.76 | 1.12% | $4,282,672.76 | 1.12% | 84,513.36 | Materials | United Kingdom | |
| 714505 | ENI IM | Eni SpA | 182,447 | $4,237,428.20 | 1.11% | $4,237,428.20 | 1.11% | 73,085.29 | Energy | Italy | |
| 406141 | MC FP | LVMH Moet Hennessy Louis Vuitton SE | 6,582 | $4,231,624.14 | 1.11% | $4,231,624.14 | 1.11% | 319,967.20 | Consumer Discretionary | France | |
| BLDBN4 | ATCOA SS | Atlas Copco AB | 186,323 | $4,025,688.02 | 1.05% | $4,025,688.02 | 1.05% | 105,233.74 | Industrials | Sweden | |
| BM8PJY | NWG LN | NatWest Group PLC | 456,852 | $3,811,038.14 | 1.00% | $3,811,038.14 | 1.00% | 66,785.87 | Financials | United Kingdom | |
| 687010 | 1801 JP | Taisei Corp | 28,900 | $3,764,134.09 | 0.98% | $3,764,134.09 | 0.98% | 21,254.45 | Industrials | Japan | |
| 416279 | HO FP | Thales SA | 12,425 | $3,742,283.76 | 0.98% | $3,742,283.76 | 0.98% | 62,027.61 | Industrials | France | |
| B62G7K | 8630 JP | Sompo Holdings Inc | 93,400 | $3,735,043.06 | 0.98% | $3,735,043.06 | 0.98% | 37,359.58 | Financials | Japan | |
| B0J7D9 | 4568 JP | Daiichi Sankyo Co Ltd | 188,600 | $3,700,383.57 | 0.97% | $3,700,383.57 | 0.97% | 37,167.68 | Health Care | Japan | |
| 57636Q10 | MA US | Mastercard Inc | 7,049 | $3,645,813.29 | 0.95% | $3,645,813.29 | 0.95% | 462,385.74 | Financials | United States | |
| 071887 | RIO LN | Rio Tinto PLC | 36,778 | $3,635,509.99 | 0.95% | $3,635,509.99 | 0.95% | 160,865.66 | Materials | United Kingdom | |
| 510740 | BEI GY | Beiersdorf AG | 28,519 | $3,627,595.13 | 0.95% | $3,627,595.13 | 0.95% | 30,858.54 | Consumer Staples | Germany | |
| B1FW75 | GALP PL | Galp Energia SGPS SA | 168,210 | $3,621,351.37 | 0.95% | $3,621,351.37 | 0.95% | 16,152.32 | Energy | Portugal | |
| 686550 | 7269 JP | Suzuki Motor Corp | 237,900 | $3,611,192.97 | 0.94% | $3,611,192.97 | 0.94% | 29,821.36 | Consumer Discretionary | Japan | |
| BCRWZ1 | CFR SW | Cie Financiere Richemont SA | 17,588 | $3,597,207.52 | 0.94% | $3,597,207.52 | 0.94% | 120,249.22 | Consumer Discretionary | Switzerland | |
| 682150 | 6758 JP | Sony Group Corp | 152,700 | $3,562,168.86 | 0.93% | $3,562,168.86 | 0.93% | 143,462.11 | Consumer Discretionary | Japan | |
| 627094 | 6146 JP | Disco Corp | 7,300 | $3,529,279.93 | 0.92% | $3,529,279.93 | 0.92% | 52,445.11 | Information Technology | Japan | |
| 680458 | 4063 JP | Shin-Etsu Chemical Co Ltd | 88,300 | $3,487,557.39 | 0.91% | $3,487,557.39 | 0.91% | 78,400.76 | Materials | Japan | |
| 624899 | 9433 JP | KDDI Corp | 198,200 | $3,389,954.22 | 0.89% | $3,389,954.22 | 0.89% | 71,627.71 | Communication Services | Japan | |
| B0SWJX | LSEG LN | London Stock Exchange Group PLC | 28,232 | $3,370,951.34 | 0.88% | $3,370,951.34 | 0.88% | 60,943.64 | Financials | United Kingdom | |
| G0403H10 | AON US | Aon PLC | 9,949 | $3,337,591.03 | 0.87% | $3,337,591.03 | 0.87% | 71,958.32 | Financials | United States | |
| B0190C | 669 HK | Techtronic Industries Co Ltd | 198,000 | $3,229,388.76 | 0.84% | $3,229,388.76 | 0.84% | 29,845.18 | Industrials | Hong Kong | |
| 474184 | MRK GY | Merck KGaA | 21,178 | $3,210,569.55 | 0.84% | $3,210,569.55 | 0.84% | 65,912.02 | Health Care | Germany | |
| 659730 | 8031 JP | Mitsui & Co Ltd | 84,800 | $3,188,586.43 | 0.83% | $3,188,586.43 | 0.83% | 109,259.53 | Industrials | Japan | |
| 468232 | RI FP | Pernod Ricard SA | 34,277 | $3,169,663.29 | 0.83% | $3,169,663.29 | 0.83% | 23,327.84 | Consumer Staples | France | |
| BVZHXQ | HSX LN | Hiscox Ltd | 151,284 | $3,156,029.62 | 0.83% | $3,156,029.62 | 0.83% | 6,776.94 | Financials | United Kingdom | |
| 05946030 | BBD US | Banco Bradesco SA ADR | 760,717 | $3,193,264.47 | 0.81% | $3,111,332.53 | 0.81% | 43,259.98 | Financials | Brazil | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 885,000 | $3,123,994.83 | 0.81% | $3,090,119.96 | 0.81% | 18,388.83 | Financials | Brazil | |
| BK1N46 | HDFCB IN | HDFC Bank Ltd | 314,215 | $3,066,122.93 | 0.80% | $3,066,122.93 | 0.80% | 150,170.84 | Financials | India | |
| 649099 | 6861 JP | Keyence Corp | 7,100 | $3,003,400.25 | 0.79% | $3,003,400.25 | 0.79% | 102,880.29 | Information Technology | Japan | |
| 094658 | WEIR LN | Weir Group PLC | 62,762 | $2,978,950.19 | 0.78% | $2,978,950.19 | 0.78% | 12,322.29 | Industrials | United Kingdom | |
| 635694 | 6702 JP | Fujitsu Ltd | 127,400 | $2,927,104.02 | 0.77% | $2,927,104.02 | 0.77% | 47,585.16 | Information Technology | Japan | |
| 595607 | KPN NA | Koninklijke KPN NV | 507,010 | $2,876,197.56 | 0.75% | $2,876,197.56 | 0.75% | 21,712.68 | Communication Services | Netherlands | |
| BYQ0JC | BEZ LN | Beazley PLC | 164,790 | $2,813,744.02 | 0.74% | $2,813,744.02 | 0.74% | 10,236.47 | Financials | United Kingdom | |
| 494290 | EOAN GY | E.ON SE | 119,482 | $2,778,421.05 | 0.73% | $2,778,421.05 | 0.73% | 61,420.93 | Utilities | Germany | |
| BV6JKC | QIA GY | QIAGEN NV | 55,620 | $2,757,636.04 | 0.72% | $2,757,636.04 | 0.72% | 10,253.13 | Health Care | Germany | |
| 455710 | G1A GY | GEA Group AG | 35,411 | $2,757,363.92 | 0.72% | $2,757,363.92 | 0.72% | 12,676.95 | Industrials | Germany | |
| 625072 | 6367 JP | Daikin Industries Ltd | 20,600 | $2,627,022.70 | 0.69% | $2,627,022.70 | 0.69% | 37,379.47 | Industrials | Japan | |
| BX90C0 | CLNX SM | Cellnex Telecom SA | 67,813 | $2,575,308.80 | 0.67% | $2,575,308.80 | 0.67% | 25,915.66 | Communication Services | Spain | |
| L8681T10 | SPOT US | Spotify Technology SA | 4,697 | $2,418,673.18 | 0.63% | $2,418,673.18 | 0.63% | 105,991.65 | Communication Services | Sweden | |
| 691148 | 8113 JP | Unicharm Corp | 353,000 | $2,417,529.54 | 0.63% | $2,417,529.54 | 0.63% | 12,755.40 | Consumer Staples | Japan | |
| BD3VFW | CTEC LN | Convatec Group PLC | 690,850 | $2,387,145.54 | 0.62% | $2,387,145.54 | 0.62% | 6,754.75 | Health Care | United Kingdom | |
| BWFGQN | SPX LN | Spirax Group PLC | 22,358 | $2,381,836.48 | 0.62% | $2,381,836.48 | 0.62% | 7,859.49 | Industrials | United Kingdom | |
| BPBPJ0 | ML FP | Cie Generale des Etablissements Michelin SCA | 58,158 | $2,363,950.55 | 0.62% | $2,363,950.55 | 0.62% | 28,686.60 | Consumer Discretionary | France | |
| BMQ5W1 | CPR IM | Davide Campari-Milano NV | 311,597 | $2,348,271.28 | 0.61% | $2,348,271.27 | 0.61% | 13,748.66 | Consumer Staples | Italy | |
| 618549 | CSL AU | CSL Ltd | 22,419 | $2,341,479.68 | 0.61% | $2,341,479.68 | 0.61% | 50,670.06 | Health Care | Australia | |
| BMWGTH | RBA CN | Ritchie Bros Auctioneers Inc | 23,000 | $2,323,006.36 | 0.61% | $2,316,945.86 | 0.61% | 18,726.97 | Industrials | Canada | |
| G9662910 | WTW US | Willis Towers Watson PLC | 7,534 | $2,299,150.78 | 0.60% | $2,299,150.78 | 0.60% | 29,015.56 | Financials | United States | |
| BJT1GR | ALC SW | Alcon AG | 25,937 | $2,255,508.64 | 0.59% | $2,255,508.64 | 0.59% | 43,454.43 | Health Care | Switzerland | |
| 626986 | 7532 JP | Pan Pacific International Holdings Corp | 337,900 | $2,257,881.80 | 0.59% | $2,250,286.56 | 0.59% | 21,159.60 | Consumer Discretionary | Japan | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 91,211 | $2,221,230.74 | 0.58% | $2,221,230.74 | 0.58% | 10,482.26 | Materials | Australia | |
| B1Y1SQ | JMT PL | Jeronimo Martins SGPS SA | 83,655 | $2,200,328.61 | 0.58% | $2,200,328.61 | 0.58% | 16,551.93 | Consumer Staples | Portugal | |
| 320898 | NXT LN | Next PLC | 11,810 | $2,151,808.93 | 0.56% | $2,151,808.93 | 0.56% | 22,222.40 | Consumer Discretionary | United Kingdom | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 173,400 | $2,257,346.14 | 0.55% | $2,119,736.21 | 0.55% | 36,358.36 | Communication Services | Thailand | |
| 601090 | 2802 JP | Ajinomoto Co Inc | 66,100 | $2,102,806.65 | 0.55% | $2,102,806.65 | 0.55% | 31,104.22 | Consumer Staples | Japan | |
| B1JB4K | SY1 GY | Symrise AG | 21,503 | $1,971,148.36 | 0.52% | $1,971,148.36 | 0.52% | 12,812.70 | Materials | Germany | |
| BJFFLV | CRDA LN | Croda International PLC | 45,219 | $1,885,464.58 | 0.49% | $1,885,464.58 | 0.49% | 5,822.28 | Materials | United Kingdom | |
| 096970 | BAB LN | Babcock International Group PLC | 101,953 | $1,857,606.91 | 0.49% | $1,857,606.91 | 0.49% | 9,098.43 | Industrials | United Kingdom | |
| 585284 | AC FP | Accor SA | 31,719 | $1,846,223.93 | 0.48% | $1,846,223.93 | 0.48% | 13,661.28 | Consumer Discretionary | France | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 991 | $1,831,292.15 | 0.48% | $1,831,292.15 | 0.48% | 39,161.19 | Information Technology | Canada | |
| 688507 | 4543 JP | Terumo Corp | 132,900 | $1,795,658.44 | 0.47% | $1,795,658.44 | 0.47% | 20,004.36 | Health Care | Japan | |
| BF2DSG | SIKA SW | Sika AG | 8,543 | $1,772,268.32 | 0.46% | $1,772,268.32 | 0.46% | 33,291.86 | Materials | Switzerland | |
| 671034 | QAN AU | Qantas Airways Ltd | 244,414 | $1,730,675.37 | 0.45% | $1,730,675.37 | 0.45% | 10,714.84 | Industrials | Australia | |
| 567151 | WKL NA | Wolters Kluwer NV | 20,926 | $1,683,851.60 | 0.44% | $1,683,851.60 | 0.44% | 18,709.87 | Industrials | Netherlands | |
| 609962 | RELIANCE | Reliance Industries Ltd | 107,304 | $1,644,066.95 | 0.43% | $1,644,066.95 | 0.43% | 207,338.88 | Energy | India | |
| 680482 | 7309 JP | Shimano Inc | 15,000 | $1,609,835.75 | 0.42% | $1,609,835.75 | 0.42% | 9,286.61 | Consumer Discretionary | Japan | |
| B798FW | NSISB DC | Novozymes AS | 26,918 | $1,598,410.56 | 0.42% | $1,598,410.56 | 0.42% | 27,666.31 | Materials | Denmark | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 5,050 | $1,522,070.00 | 0.40% | $1,522,070.00 | 0.40% | 82,177.01 | Information Technology | United States | |
| 615525 | 000810 KS | Samsung Fire & Marine Insurance Co Ltd | 4,050 | $1,492,179.35 | 0.39% | $1,492,179.35 | 0.39% | 16,952.32 | Financials | South Korea | |
| 635652 | 4901 JP | FUJIFILM Holdings Corp | 68,600 | $1,425,020.97 | 0.37% | $1,425,020.97 | 0.37% | 25,838.94 | Information Technology | Japan | |
| 671745 | NST AU | Northern Star Resources Ltd | 62,998 | $1,357,528.91 | 0.36% | $1,357,528.91 | 0.36% | 30,830.58 | Materials | Australia | |
| 625398 | ALL AU | Aristocrat Leisure Ltd | 38,918 | $1,331,623.43 | 0.35% | $1,331,623.43 | 0.35% | 21,106.97 | Consumer Discretionary | Australia | |
| BJ2KSG | AKZA NA | Akzo Nobel NV | 17,731 | $1,249,095.62 | 0.33% | $1,249,095.62 | 0.33% | 12,054.16 | Materials | Netherlands | |
| 609701 | 2 HK | CLP Holdings Ltd | 120,500 | $1,142,866.27 | 0.30% | $1,142,866.27 | 0.30% | 23,961.79 | Utilities | Hong Kong | |
| 624730 | APA AU | APA Group | 166,101 | $1,121,076.70 | 0.28% | $1,087,493.15 | 0.28% | 8,610.73 | Utilities | Australia | |
| 664040 | 6701 JP | NEC Corp | 38,400 | $1,065,703.58 | 0.28% | $1,065,703.58 | 0.28% | 37,861.60 | Information Technology | Japan | |
| 664480 | 9843 JP | Nitori Holdings Co Ltd | 50,300 | $1,007,513.85 | 0.26% | $1,007,513.85 | 0.26% | 11,461.57 | Consumer Discretionary | Japan | |
| 653551 | 1193 HK | China Resources Gas Group Ltd | 300,800 | $806,654.91 | 0.21% | $806,654.91 | 0.21% | 6,205.49 | Utilities | China | |
| 617369 | 9697 JP | Capcom Co Ltd | 33,900 | $779,961.58 | 0.20% | $779,961.58 | 0.20% | 12,263.37 | Communication Services | Japan | |
| 317430 | BRBY LN | Burberry Group PLC | 48,495 | $760,070.35 | 0.20% | $760,070.35 | 0.20% | 5,657.92 | Consumer Discretionary | United Kingdom | |
| BL56KN | ATD CN | Alimentation Couche Tard Inc | 12,365 | $750,393.83 | 0.20% | $750,393.83 | 0.20% | 56,554.15 | Consumer Staples | Canada | |
| B5B23W | 1928 HK | Sands China Ltd | 314,400 | $711,714.09 | 0.19% | $711,714.09 | 0.19% | 18,321.16 | Consumer Discretionary | Hong Kong | |
| 677062 | 9984 JP | SoftBank Group Corp | 23,500 | $615,320.33 | 0.16% | $615,320.33 | 0.16% | 149,558.14 | Communication Services | Japan | |
| B8BRV4 | 9201 JP | Japan Airlines Co Ltd | 22,900 | $473,353.18 | 0.12% | $473,353.18 | 0.12% | 9,035.95 | Industrials | Japan | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | 4,034,941.41 | 1.05% | 4,018,379.43 | 1.05% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 3,527,861.93 | 0.93% | 3,528,308.67 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | 138,298.66 | 0.04% | 138,298.66 | - | - | - | United States | |
| CASH_THB | CASH_THB | Baht Thailand | - | 137,609.93 | 0.04% | 137,609.93 | - | - | - | Thailand | |
| CASH_GBP | CASH_GBP | British Pounds | - | 88,090.46 | 0.02% | 88,090.46 | - | - | - | United Kingdom | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | 33,874.87 | 0.01% | 33,874.87 | - | - | - | Brazil | |
| CASH_AUD | CASH_AUD | Australian Dollar | - | 33,583.55 | 0.01% | 33,583.55 | - | - | - | Australia | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 26,511.57 | 0.01% | 26,511.57 | - | - | - | Japan | |
| CASH_KRW | CASH_KRW | South Korea Won | - | 25,997.98 | 0.01% | 25,997.98 | - | - | - | South Korea | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 6,081.28 | 0.00% | 6,081.28 | - | - | - | Canada | |
| CASH_EUR | CASH_EUR | Euro | - | 22.43 | 0.00% | 22.43 | - | - | - | Germany | |
| CASH_TWD | CASH_TWD | New Taiwan Dollar | - | 0.03 | 0.00% | 0.03 | - | - | - | Taiwan | |
| CASH_DERV | - | Other | - | 0.06 | 0.00% | 16,562.04 | 0.00% | - | - | Other | |
*Short positions, unlike long positions, lose value if the underlying asset gains value.
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.
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 fund is generally available on mfs.com at the earliest, 19 days after the end of each month.
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.
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