Full & Historical Holdings
Global Research Portfolio
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) |
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 | |
| 59491810 | MSFT US | Microsoft Corp | 7,196 | $3,726,160.76 | 4.98% | $3,726,160.76 | 4.98% | 3,849,399.54 | Information Technology | United States | |
| 67066G10 | NVDA US | NVIDIA Corp | 16,272 | $3,294,917.28 | 4.40% | $3,294,917.28 | 4.40% | 4,930,024.03 | Information Technology | United States | |
| 02313510 | AMZN US | Amazon.com Inc | 11,250 | $2,747,475.00 | 3.67% | $2,747,475.00 | 3.67% | 2,609,979.14 | Consumer Discretionary | United States | |
| 03783310 | AAPL US | Apple Inc | 8,620 | $2,330,589.40 | 3.11% | $2,330,589.40 | 3.11% | 4,012,396.24 | Information Technology | United States | |
| 688910 | 2330 TT | Taiwan Semiconductor Manufacturing Co Ltd | 47,000 | $2,293,354.15 | 3.06% | $2,293,354.15 | 3.06% | 1,265,375.96 | Information Technology | Taiwan | |
| 11135F10 | AVGO US | Broadcom Inc | 5,220 | $1,929,468.60 | 2.58% | $1,929,468.60 | 2.58% | 1,745,527.77 | Information Technology | United States | |
| 30303M10 | META US | Meta Platforms Inc | 2,815 | $1,825,105.25 | 2.44% | $1,825,105.25 | 2.44% | 1,631,248.60 | Communication Services | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 6,041 | $1,698,668.79 | 2.27% | $1,698,668.79 | 2.27% | 3,395,931.63 | Communication Services | United States | |
| 57636Q10 | MA US | Mastercard Inc | 2,884 | $1,594,147.72 | 2.13% | $1,591,939.16 | 2.13% | 496,791.00 | Financials | United States | |
| 642910 | 6501 JP | Hitachi Ltd | 35,300 | $1,222,961.52 | 1.63% | $1,218,126.01 | 1.63% | 158,099.68 | Industrials | Japan | |
| 69347510 | PNC US | PNC Financial Services Group Inc | 5,933 | $1,090,338.35 | 1.45% | $1,083,069.15 | 1.45% | 71,629.33 | Financials | United States | |
| BMMV2K | 700 HK | Tencent Holdings Ltd | 12,300 | $995,643.81 | 1.33% | $995,643.81 | 1.33% | 741,917.66 | Communication Services | China | |
| 51280730 | LRCX US | Lam Research Corp | 5,759 | $906,812.14 | 1.21% | $906,812.14 | 1.21% | 198,269.85 | Information Technology | United States | |
| 47816010 | JNJ US | Johnson & Johnson | 4,633 | $875,034.71 | 1.17% | $875,034.71 | 1.17% | 455,043.58 | Health Care | United States | |
| 313486 | BARC LN | Barclays PLC | 163,190 | $872,537.60 | 1.17% | $872,537.60 | 1.17% | 74,522.41 | Financials | United Kingdom | |
| 289722 | TD CN | Toronto-Dominion Bank | 10,074 | $827,151.86 | 1.11% | $827,151.86 | 1.11% | 140,174.41 | Financials | Canada | |
| 483410 | SU FP | Schneider Electric SE | 2,862 | $811,855.43 | 1.08% | $811,855.43 | 1.08% | 163,710.70 | Industrials | France | |
| BM8PJY | NWG LN | NatWest Group PLC | 103,951 | $797,512.90 | 1.07% | $797,512.90 | 1.07% | 61,692.79 | Financials | United Kingdom | |
| B929F4 | ASML NA | ASML Holding NV | 742 | $786,383.15 | 1.05% | $785,219.99 | 1.05% | 410,756.48 | Information Technology | Netherlands | |
| 75513E10 | RTX US | RTX Corp | 4,253 | $759,160.50 | 1.01% | $759,160.50 | 1.01% | 239,327.80 | Industrials | United States | |
| 44320110 | HWM US | Howmet Aerospace Inc | 3,686 | $759,131.70 | 1.01% | $759,131.70 | 1.01% | 82,997.85 | Industrials | United States | |
| 406141 | MC FP | LVMH Moet Hennessy Louis Vuitton SE | 1,053 | $742,930.53 | 0.99% | $742,930.53 | 0.99% | 351,136.59 | Consumer Discretionary | France | |
| 00287Y10 | ABBV US | AbbVie Inc | 3,353 | $736,629.68 | 0.98% | $731,088.12 | 0.98% | 385,180.35 | Health Care | United States | |
| G1151C10 | ACN US | Accenture PLC | 2,886 | $726,528.64 | 0.96% | $721,788.60 | 0.96% | 155,526.19 | Information Technology | United States | |
| G0403H10 | AON US | Aon PLC | 2,104 | $716,790.72 | 0.96% | $716,790.72 | 0.96% | 73,459.67 | Financials | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 11,257 | $700,021.81 | 0.94% | $700,021.81 | 0.94% | 137,217.54 | Energy | France | |
| 80851310 | SCHW US | Charles Schwab Corp | 7,326 | $692,453.52 | 0.93% | $692,453.52 | 0.93% | 171,574.54 | Financials | United States | |
| 88355610 | TMO US | Thermo Fisher Scientific Inc | 1,216 | $689,946.24 | 0.92% | $689,946.24 | 0.92% | 214,253.34 | Health Care | United States | |
| BDR05C | NG/ LN | National Grid PLC | 45,823 | $686,253.50 | 0.92% | $686,253.50 | 0.92% | 74,303.56 | Utilities | United Kingdom | |
| G5495010 | LIN US | Linde PLC | 1,622 | $678,482.60 | 0.91% | $678,482.60 | 0.91% | 196,145.05 | Materials | United States | |
| BRJL17 | UBSG SW | UBS Group AG | 17,334 | $661,912.17 | 0.88% | $661,912.17 | 0.88% | 127,600.88 | Financials | Switzerland | |
| BNBNSG | ENX FP | Euronext NV | 4,498 | $642,892.84 | 0.86% | $642,892.84 | 0.86% | 14,687.36 | Financials | France | |
| BCRWZ1 | CFR SW | Cie Financiere Richemont SA | 3,228 | $636,574.84 | 0.85% | $636,574.84 | 0.85% | 115,944.24 | Consumer Discretionary | Switzerland | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 239 | $628,974.45 | 0.84% | $628,974.45 | 0.84% | 55,770.82 | Information Technology | Canada | |
| BD1RP6 | BIRG ID | Bank of Ireland Group PLC | 38,346 | $626,970.15 | 0.84% | $626,970.15 | 0.84% | 15,579.84 | Financials | Ireland | |
| 04041320 | ANET US | Arista Networks Inc | 3,950 | $622,875.50 | 0.83% | $622,875.50 | 0.83% | 198,195.10 | Information Technology | United States | |
| 94184810 | WAT US | Waters Corp | 1,767 | $617,743.20 | 0.83% | $617,743.20 | 0.83% | 20,809.64 | Health Care | United States | |
| 26441C20 | DUK US | Duke Energy Corp | 4,844 | $602,109.20 | 0.80% | $602,109.20 | 0.80% | 96,705.40 | Utilities | United States | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 1,766 | $598,126.54 | 0.80% | $598,126.54 | 0.80% | 92,191.76 | Information Technology | United States | |
| 29101110 | EMR US | Emerson Electric Co | 4,283 | $597,778.31 | 0.80% | $597,778.31 | 0.80% | 78,550.00 | Industrials | United States | |
| 711038 | ROG SW | Roche Holding AG | 1,850 | $595,172.41 | 0.80% | $595,172.41 | 0.80% | 256,187.04 | Health Care | Switzerland | |
| 14912310 | CAT US | Caterpillar Inc | 1,028 | $594,987.64 | 0.79% | $593,423.28 | 0.79% | 270,434.19 | Industrials | United States | |
| G2918310 | ETN US | Eaton Corp PLC | 1,505 | $574,247.80 | 0.77% | $574,247.80 | 0.77% | 148,541.31 | Industrials | United States | |
| 03852U10 | ARMK US | Aramark | 15,083 | $571,344.04 | 0.76% | $571,344.04 | 0.76% | 9,956.79 | Consumer Discretionary | United States | |
| G5960L10 | MDT US | Medtronic PLC | 6,172 | $559,800.40 | 0.75% | $559,800.40 | 0.75% | 116,339.61 | Health Care | United States | |
| L8681T10 | SPOT US | Spotify Technology SA | 851 | $557,677.32 | 0.75% | $557,677.32 | 0.75% | 134,850.44 | Communication Services | Sweden | |
| G2550810 | CRH US | CRH PLC | 4,667 | $555,839.70 | 0.74% | $555,839.70 | 0.74% | 80,178.48 | Materials | United States | |
| B4T3BW | GLEN LN | Glencore PLC | 114,639 | $548,866.28 | 0.73% | $548,866.27 | 0.73% | 56,516.95 | Materials | United Kingdom | |
| 20825C10 | COP US | ConocoPhillips | 6,152 | $546,666.72 | 0.73% | $546,666.72 | 0.73% | 110,981.01 | Energy | United States | |
| 79466L30 | CRM US | Salesforce Inc | 2,080 | $541,652.80 | 0.72% | $541,652.80 | 0.72% | 248,691.55 | Information Technology | United States | |
| 03209510 | APH US | Amphenol Corp | 3,823 | $532,696.82 | 0.71% | $532,696.82 | 0.71% | 170,559.89 | Information Technology | United States | |
| B0SWJX | LSEG LN | London Stock Exchange Group PLC | 4,222 | $526,135.43 | 0.70% | $526,135.43 | 0.70% | 65,793.12 | Financials | United Kingdom | |
| BLDBN4 | ATCOA SS | Atlas Copco AB | 31,169 | $525,429.89 | 0.70% | $525,429.89 | 0.70% | 82,083.91 | Industrials | Sweden | |
| 69331C10 | PCG US | PG&E Corp | 31,527 | $503,170.92 | 0.67% | $503,170.92 | 0.67% | 35,078.65 | Utilities | United States | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 213,700 | $502,874.93 | 0.67% | $502,874.93 | 0.67% | 12,393.03 | Financials | Brazil | |
| 36955010 | GD US | General Dynamics Corp | 1,455 | $504,028.50 | 0.67% | $501,829.50 | 0.67% | 93,164.54 | Industrials | United States | |
| BL56KN | ATD CN | Alimentation Couche Tard Inc | 9,573 | $486,516.30 | 0.65% | $486,516.30 | 0.65% | 48,182.26 | Consumer Staples | Canada | |
| H1467J10 | CB US | Chubb Ltd | 1,744 | $482,983.36 | 0.65% | $482,983.36 | 0.65% | 109,204.09 | Financials | United States | |
| B1Y1SQ | JMT PL | Jeronimo Martins SGPS SA | 18,749 | $482,790.52 | 0.65% | $482,790.52 | 0.65% | 16,204.43 | Consumer Staples | Portugal | |
| 12552310 | CI US | Cigna Group | 1,960 | $479,043.60 | 0.64% | $479,043.60 | 0.64% | 65,288.22 | Health Care | United States | |
| B4TX8S | 1299 HK | AIA Group Ltd | 48,800 | $473,835.19 | 0.63% | $473,835.19 | 0.63% | 101,995.35 | Financials | Hong Kong | |
| 29414B10 | EPAM US | EPAM Systems Inc | 2,838 | $464,126.52 | 0.62% | $464,126.52 | 0.62% | 9,108.67 | Information Technology | United States | |
| 71344810 | PEP US | PepsiCo Inc | 3,159 | $461,498.31 | 0.62% | $461,498.31 | 0.62% | 199,997.21 | Consumer Staples | United States | |
| 04946810 | TEAM US | Atlassian Corp | 2,702 | $457,772.84 | 0.61% | $457,772.84 | 0.61% | 44,554.07 | Information Technology | United States | |
| BK1N46 | HDFCB IN | HDFC Bank Ltd | 40,294 | $448,143.58 | 0.60% | $448,143.58 | 0.60% | 170,872.65 | Financials | India | |
| 05550J10 | BJ US | BJ's Wholesale Club Holdings Inc | 5,053 | $445,977.78 | 0.60% | $445,977.78 | 0.60% | 11,628.55 | Consumer Staples | United States | |
| 625072 | 6367 JP | Daikin Industries Ltd | 3,800 | $446,884.04 | 0.59% | $443,222.37 | 0.59% | 34,188.07 | Industrials | Japan | |
| BX90C0 | CLNX SM | Cellnex Telecom SA | 13,902 | $433,132.51 | 0.58% | $433,132.51 | 0.58% | 22,011.04 | Communication Services | Spain | |
| 712387 | NESN SW | Nestle SA | 4,506 | $430,470.68 | 0.58% | $430,470.68 | 0.58% | 246,142.10 | Consumer Staples | Switzerland | |
| 10113710 | BSX US | Boston Scientific Corp | 4,250 | $428,060.00 | 0.57% | $428,060.00 | 0.57% | 149,242.02 | Health Care | United States | |
| B1FW75 | GALP PL | Galp Energia SGPS SA | 20,843 | $417,909.38 | 0.56% | $417,909.38 | 0.56% | 15,043.12 | Energy | Portugal | |
| 90225210 | TYL US | Tyler Technologies Inc | 871 | $414,822.46 | 0.55% | $414,822.46 | 0.55% | 20,492.39 | Information Technology | United States | |
| 682150 | 6758 JP | Sony Group Corp | 14,700 | $414,301.64 | 0.55% | $413,213.94 | 0.55% | 172,869.89 | Consumer Discretionary | Japan | |
| 659101 | 8411 JP | Mizuho Financial Group Inc | 12,300 | $410,957.76 | 0.55% | $410,957.76 | 0.55% | 83,506.02 | Financials | Japan | |
| 82434810 | SHW US | Sherwin-Williams Co | 1,175 | $405,304.50 | 0.54% | $405,304.50 | 0.54% | 85,508.56 | Materials | United States | |
| 65566310 | NDSN US | Nordson Corp | 1,740 | $403,593.00 | 0.54% | $403,593.00 | 0.54% | 13,032.41 | Industrials | United States | |
| 07588710 | BDX US | Becton Dickinson & Co | 2,258 | $403,527.18 | 0.54% | $403,527.18 | 0.54% | 51,223.20 | Health Care | United States | |
| 89400J10 | TRU US | TransUnion | 4,851 | $393,804.18 | 0.53% | $393,804.18 | 0.53% | 15,765.16 | Industrials | United States | |
| 75875010 | RRX US | Regal Rexnord Corp | 2,770 | $390,265.30 | 0.52% | $390,265.30 | 0.52% | 9,355.10 | Industrials | United States | |
| 05946030 | BBD US | Banco Bradesco SA ADR | 115,099 | $405,008.80 | 0.52% | $389,034.62 | 0.52% | 35,750.30 | Financials | Brazil | |
| 90781810 | UNP US | Union Pacific Corp | 1,749 | $385,427.13 | 0.52% | $385,427.13 | 0.52% | 130,714.87 | Industrials | United States | |
| 91913Y10 | VLO US | Valero Energy Corp | 2,270 | $384,901.20 | 0.51% | $384,901.20 | 0.51% | 51,717.67 | Energy | United States | |
| 38480210 | GWW US | WW Grainger Inc | 388 | $379,852.00 | 0.51% | $379,852.00 | 0.51% | 46,903.89 | Industrials | United States | |
| 12572Q10 | CME US | CME Group Inc | 1,388 | $368,500.12 | 0.49% | $368,500.12 | 0.49% | 95,734.80 | Financials | United States | |
| BJFFLV | CRDA LN | Croda International PLC | 9,387 | $356,016.23 | 0.48% | $356,016.23 | 0.48% | 5,295.89 | Materials | United Kingdom | |
| 05276910 | ADSK US | Autodesk Inc | 1,169 | $352,266.46 | 0.47% | $352,266.46 | 0.47% | 64,185.42 | Information Technology | United States | |
| 71817210 | PM US | Philip Morris International Inc | 2,440 | $352,165.20 | 0.47% | $352,165.20 | 0.47% | 224,669.68 | Consumer Staples | United States | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 16,618 | $350,224.40 | 0.47% | $350,224.40 | 0.47% | 12,207.78 | Materials | Australia | |
| 595607 | KPN NA | Koninklijke KPN NV | 74,543 | $345,234.55 | 0.46% | $345,234.55 | 0.46% | 18,010.99 | Communication Services | Netherlands | |
| G8473T10 | STE US | STERIS PLC | 1,430 | $337,051.00 | 0.45% | $337,051.00 | 0.45% | 23,216.45 | Health Care | United States | |
| 455710 | G1A GY | GEA Group AG | 4,544 | $324,733.78 | 0.43% | $324,733.78 | 0.43% | 11,634.51 | Industrials | Germany | |
| 82509L10 | SHOP US | Shopify Inc | 1,866 | $324,422.76 | 0.43% | $324,422.76 | 0.43% | 225,908.12 | Information Technology | Canada | |
| 624899 | 9433 JP | KDDI Corp | 20,300 | $328,537.09 | 0.43% | $324,238.86 | 0.43% | 66,889.80 | Communication Services | Japan | |
| 71708110 | PFE US | Pfizer Inc | 12,536 | $309,012.40 | 0.41% | $309,012.40 | 0.41% | 140,148.81 | Health Care | United States | |
| BJ2KSG | AKZA NA | Akzo Nobel NV | 4,413 | $294,079.26 | 0.39% | $292,176.86 | 0.39% | 11,328.86 | Materials | Netherlands | |
| B62G7K | 8630 JP | Sompo Holdings Inc | 9,500 | $294,469.86 | 0.39% | $290,221.27 | 0.39% | 28,540.32 | Financials | Japan | |
| 16411R20 | LNG US | Cheniere Energy Inc | 1,365 | $289,380.00 | 0.39% | $289,380.00 | 0.39% | 46,046.40 | Energy | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 6,910 | $285,728.50 | 0.38% | $285,728.50 | 0.38% | 16,726.91 | Energy | United States | |
| 22052L10 | CTVA US | Corteva Inc | 4,405 | $270,643.20 | 0.36% | $270,643.20 | 0.36% | 41,771.77 | Materials | United States | |
| G3643J10 | FLUT US | Flutter Entertainment PLC | 1,127 | $262,128.93 | 0.35% | $262,128.93 | 0.35% | 41,022.13 | Consumer Discretionary | United States | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 27,900 | $260,578.32 | 0.35% | $260,578.32 | 0.35% | 27,778.30 | Communication Services | Thailand | |
| B0190C | 669 HK | Techtronic Industries Co Ltd | 22,000 | $257,073.18 | 0.34% | $257,073.18 | 0.34% | 21,393.69 | Industrials | Hong Kong | |
| 468232 | RI FP | Pernod Ricard SA | 2,619 | $256,476.43 | 0.34% | $256,476.43 | 0.34% | 24,704.51 | Consumer Staples | France | |
| 61536910 | MCO US | Moody's Corp | 527 | $253,118.10 | 0.34% | $253,118.10 | 0.34% | 85,685.52 | Financials | United States | |
| 60920710 | MDLZ US | Mondelez International Inc | 4,310 | $247,652.60 | 0.33% | $247,652.60 | 0.33% | 74,144.00 | Consumer Staples | United States | |
| 635652 | 4901 JP | FUJIFILM Holdings Corp | 10,500 | $243,916.68 | 0.33% | $243,916.68 | 0.33% | 28,895.47 | Information Technology | Japan | |
| 096970 | BAB LN | Babcock International Group PLC | 14,782 | $235,553.85 | 0.31% | $235,553.85 | 0.31% | 7,988.13 | Industrials | United Kingdom | |
| 653551 | 1193 HK | China Resources Gas Group Ltd | 82,400 | $226,504.43 | 0.30% | $226,504.43 | 0.30% | 6,360.85 | Utilities | China | |
| B0J7D9 | 4568 JP | Daiichi Sankyo Co Ltd | 9,200 | $221,125.95 | 0.29% | $219,030.56 | 0.29% | 45,100.07 | Health Care | Japan | |
| 567151 | WKL NA | Wolters Kluwer NV | 1,736 | $212,606.29 | 0.28% | $212,606.29 | 0.28% | 28,702.65 | Industrials | Netherlands | |
| 730968 | BNP FP | BNP Paribas SA | 2,708 | $209,319.49 | 0.28% | $209,319.49 | 0.28% | 86,323.79 | Financials | France | |
| 19416210 | CL US | Colgate-Palmolive Co | 2,562 | $198,744.74 | 0.26% | $197,402.10 | 0.26% | 62,273.43 | Consumer Staples | United States | |
| 88034P10 | TME US | Tencent Music Entertainment Group ADR | 8,194 | $182,890.08 | 0.24% | $182,890.08 | 0.24% | 34,147.19 | Communication Services | China | |
| BP3R2F | 600519 C1 | Kweichow Moutai Co Ltd | 900 | $180,927.40 | 0.24% | $180,927.40 | 0.24% | 251,744.46 | Consumer Staples | China | |
| 648380 | 4452 JP | Kao Corp | 4,200 | $177,691.26 | 0.24% | $177,691.26 | 0.24% | 19,711.04 | Consumer Staples | Japan | |
| 585284 | AC FP | Accor SA | 3,127 | $159,131.46 | 0.21% | $159,131.46 | 0.21% | 12,467.93 | Consumer Discretionary | France | |
| 49177J10 | KVUE US | Kenvue Inc | 10,279 | $147,709.23 | 0.20% | $147,709.23 | 0.20% | 27,577.04 | Consumer Staples | United States | |
| 40171V10 | GWRE US | Guidewire Software Inc | 599 | $139,950.36 | 0.19% | $139,950.36 | 0.19% | 19,749.72 | Information Technology | United States | |
| 697245 | 291 HK | China Resources Beer Holdings Co Ltd | 34,500 | $118,099.75 | 0.16% | $118,099.75 | 0.16% | 11,105.41 | Consumer Staples | China | |
| 633517 | 8306 JP | Mitsubishi UFJ Financial Group Inc | 4,800 | $78,294.72 | 0.10% | $72,571.54 | 0.10% | 182,452.58 | Financials | Japan | |
| CASH_USD | CASH_USD | Cash | - | 329,336.20 | 0.44% | 327,032.57 | 0.44% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 284,100.07 | 0.38% | 284,136.04 | - | - | - | United States | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 25,950.26 | 0.03% | 25,950.26 | - | - | - | Japan | |
| CASH_USD | CASH_USD | Us Dollars | - | 14,142.66 | 0.02% | 14,142.66 | - | - | - | United States | |
| CASH_EUR | CASH_EUR | Euro | - | 3,085.70 | 0.00% | 3,085.70 | - | - | - | Germany | |
| CASH_THB | CASH_THB | Baht Thailand | - | 38.96 | 0.00% | 38.96 | - | - | - | Thailand | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 2.48 | 0.00% | 2.48 | - | - | - | Canada | |
| CASH_HKD | CASH_HKD | Hong Kong Dollar | - | -323.53 | -0.00% | -323.53 | - | - | - | Hong Kong | |
| CASH_DERV | - | Other | - | 0.00 | 0.00% | 2,303.62 | 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.
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.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.