Full & Historical Holdings
Global Research Portfolio
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 04-30-26)
|
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 | |
| 67066G10 | NVDA US | NVIDIA Corp | 20,994 | $4,189,772.58 | 5.61% | $4,189,772.58 | 5.61% | 4,850,349.28 | Information Technology | United States | |
| 688910 | 2330 TT | Taiwan Semiconductor Manufacturing Co Ltd | 45,000 | $3,054,984.57 | 4.09% | $3,054,984.57 | 4.09% | 1,760,521.42 | Information Technology | Taiwan | |
| 03783310 | AAPL US | Apple Inc | 10,784 | $2,926,238.40 | 3.92% | $2,926,238.40 | 3.92% | 3,983,727.34 | Information Technology | United States | |
| 02313510 | AMZN US | Amazon.com Inc | 10,383 | $2,752,117.98 | 3.68% | $2,752,117.98 | 3.68% | 2,850,522.04 | Consumer Discretionary | United States | |
| 59491810 | MSFT US | Microsoft Corp | 6,540 | $2,666,881.20 | 3.57% | $2,666,881.20 | 3.57% | 3,029,397.62 | Information Technology | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 6,441 | $2,478,496.80 | 3.32% | $2,478,496.80 | 3.32% | 4,662,236.80 | Communication Services | United States | |
| 11135F10 | AVGO US | Broadcom Inc | 5,295 | $2,210,291.85 | 2.96% | $2,210,291.85 | 2.96% | 1,976,948.48 | Information Technology | United States | |
| 30303M10 | META US | Meta Platforms Inc | 2,602 | $1,592,189.82 | 2.13% | $1,592,189.82 | 2.13% | 1,548,132.30 | Communication Services | United States | |
| 57636Q10 | MA US | Mastercard Inc | 2,689 | $1,354,717.41 | 1.81% | $1,352,351.88 | 1.81% | 446,090.04 | Financials | United States | |
| B929F4 | ASML NA | ASML Holding NV | 690 | $997,943.92 | 1.33% | $996,085.39 | 1.33% | 560,330.76 | Information Technology | Netherlands | |
| 47816010 | JNJ US | Johnson & Johnson | 4,318 | $992,492.30 | 1.33% | $992,492.30 | 1.33% | 553,298.83 | Health Care | United States | |
| B15C55 | TTE FP | TotalEnergies SE | 10,496 | $976,744.20 | 1.31% | $976,744.20 | 1.31% | 212,530.92 | Energy | France | |
| 483410 | SU FP | Schneider Electric SE | 2,910 | $917,355.35 | 1.23% | $917,355.35 | 1.23% | 181,933.48 | Industrials | France | |
| 642910 | 6501 JP | Hitachi Ltd | 28,400 | $897,334.46 | 1.20% | $893,084.96 | 1.20% | 142,628.22 | Industrials | Japan | |
| 313486 | BARC LN | Barclays PLC | 152,153 | $888,573.34 | 1.19% | $888,573.34 | 1.19% | 79,758.06 | Financials | United Kingdom | |
| BDR05C | NG/ LN | National Grid PLC | 44,858 | $802,444.33 | 1.07% | $802,444.34 | 1.07% | 88,967.37 | Utilities | United Kingdom | |
| 289722 | TD CN | Toronto-Dominion Bank | 7,271 | $783,277.82 | 1.05% | $783,277.82 | 1.05% | 182,003.13 | Financials | Canada | |
| 14912310 | CAT US | Caterpillar Inc | 853 | $760,565.45 | 1.02% | $759,263.83 | 1.02% | 414,156.90 | Industrials | United States | |
| 06050510 | BAC US | Bank of America Corp | 14,127 | $755,229.42 | 1.01% | $755,229.42 | 1.01% | 383,665.42 | Financials | United States | |
| 69347510 | PNC US | PNC Financial Services Group Inc | 3,352 | $757,306.70 | 1.00% | $747,496.00 | 1.00% | 89,951.71 | Financials | United States | |
| 48248010 | KLAC US | KLA Corp | 424 | $742,148.40 | 0.99% | $742,148.40 | 0.99% | 229,546.15 | Information Technology | United States | |
| 20825C10 | COP US | ConocoPhillips | 5,737 | $721,599.86 | 0.97% | $721,599.86 | 0.97% | 153,307.33 | Energy | United States | |
| BTMJD1 | ROP SW | Roche Holding AG | 1,725 | $706,256.49 | 0.95% | $706,256.49 | 0.95% | 325,744.98 | Health Care | Switzerland | |
| G5495010 | LIN US | Linde PLC | 1,369 | $686,060.66 | 0.92% | $686,060.66 | 0.92% | 232,369.10 | Materials | United States | |
| B4T3BW | GLEN LN | Glencore PLC | 83,003 | $642,958.06 | 0.86% | $642,958.07 | 0.86% | 90,969.51 | Materials | United Kingdom | |
| 04041320 | ANET US | Arista Networks Inc | 3,682 | $635,918.22 | 0.85% | $635,918.22 | 0.85% | 217,471.15 | Information Technology | United States | |
| 75513E10 | RTX US | RTX Corp | 3,611 | $635,788.77 | 0.85% | $635,788.77 | 0.85% | 237,110.56 | Industrials | United States | |
| BRJL17 | UBSG SW | UBS Group AG | 13,931 | $620,687.78 | 0.83% | $620,687.78 | 0.83% | 148,882.28 | Financials | Switzerland | |
| G7997R10 | STX US | Seagate Technology Holdings PLC | 907 | $610,991.48 | 0.82% | $610,991.48 | 0.82% | 151,049.62 | Information Technology | United States | |
| G0403H10 | AON US | Aon PLC | 1,960 | $610,834.00 | 0.82% | $610,834.00 | 0.82% | 66,848.93 | Financials | United States | |
| BMMV2K | 700 HK | Tencent Holdings Ltd | 10,000 | $607,150.35 | 0.81% | $607,150.35 | 0.81% | 554,061.00 | Communication Services | China | |
| 03209510 | APH US | Amphenol Corp | 4,097 | $603,365.19 | 0.81% | $603,365.19 | 0.81% | 181,058.26 | Information Technology | United States | |
| 88355610 | TMO US | Thermo Fisher Scientific Inc | 1,259 | $603,010.64 | 0.81% | $603,010.64 | 0.81% | 180,194.81 | Health Care | United States | |
| 659101 | 8411 JP | Mizuho Financial Group Inc | 13,700 | $599,743.51 | 0.79% | $593,908.50 | 0.79% | 107,084.41 | Financials | Japan | |
| 44320110 | HWM US | Howmet Aerospace Inc | 2,327 | $565,554.08 | 0.76% | $565,554.08 | 0.76% | 97,609.97 | Industrials | United States | |
| BLDBN4 | ATCOA SS | Atlas Copco AB | 29,061 | $569,982.95 | 0.75% | $562,113.95 | 0.75% | 94,364.98 | Industrials | Sweden | |
| 80851310 | SCHW US | Charles Schwab Corp | 6,122 | $561,020.08 | 0.75% | $561,020.08 | 0.75% | 161,132.90 | Financials | United States | |
| G2550810 | CRH US | CRH PLC | 4,668 | $552,784.56 | 0.74% | $552,784.56 | 0.74% | 79,270.33 | Materials | United States | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 1,646 | $542,505.14 | 0.73% | $542,505.14 | 0.73% | 90,997.19 | Information Technology | United States | |
| 625072 | 6367 JP | Daikin Industries Ltd | 3,800 | $545,052.62 | 0.72% | $541,448.14 | 0.72% | 41,764.74 | Industrials | Japan | |
| 36955010 | GD US | General Dynamics Corp | 1,561 | $539,961.32 | 0.72% | $537,452.30 | 0.72% | 93,109.11 | Industrials | United States | |
| H1467J10 | CB US | Chubb Ltd | 1,626 | $531,702.00 | 0.71% | $531,702.00 | 0.71% | 127,038.19 | Financials | United States | |
| 12552310 | CI US | Cigna Group | 1,828 | $531,180.24 | 0.71% | $531,180.24 | 0.71% | 76,857.83 | Health Care | United States | |
| BL56KN | ATD CN | Alimentation Couche Tard Inc | 8,926 | $528,062.25 | 0.71% | $528,062.25 | 0.71% | 54,344.39 | Consumer Staples | Canada | |
| 29101110 | EMR US | Emerson Electric Co | 3,741 | $525,386.04 | 0.70% | $525,386.04 | 0.70% | 78,969.70 | Industrials | United States | |
| 26441C20 | DUK US | Duke Energy Corp | 3,992 | $517,163.60 | 0.69% | $517,163.60 | 0.69% | 100,817.97 | Utilities | United States | |
| 05550J10 | BJ US | BJ's Wholesale Club Holdings Inc | 5,480 | $514,517.20 | 0.69% | $514,517.20 | 0.69% | 12,175.34 | Consumer Staples | United States | |
| B0SWJX | LSEG LN | London Stock Exchange Group PLC | 3,949 | $518,775.45 | 0.69% | $513,178.97 | 0.69% | 66,328.36 | Financials | United Kingdom | |
| BCRWZ1 | CFR SW | Cie Financiere Richemont SA | 2,644 | $504,596.62 | 0.68% | $504,596.62 | 0.68% | 112,206.01 | Consumer Discretionary | Switzerland | |
| 649099 | 6861 JP | Keyence Corp | 1,100 | $505,106.40 | 0.67% | $503,841.67 | 0.67% | 111,398.34 | Information Technology | Japan | |
| BRX980 | CVC NA | CVC Capital Partners PLC | 33,034 | $503,182.17 | 0.67% | $503,182.17 | 0.67% | 16,191.65 | Financials | Netherlands | |
| 37555810 | GILD US | Gilead Sciences Inc | 3,837 | $502,033.08 | 0.67% | $502,033.08 | 0.67% | 162,401.49 | Health Care | United States | |
| B4TX8S | 1299 HK | AIA Group Ltd | 45,400 | $500,029.17 | 0.67% | $500,029.17 | 0.67% | 115,736.92 | Financials | Hong Kong | |
| 94184810 | WAT US | Waters Corp | 1,609 | $497,551.07 | 0.67% | $497,551.07 | 0.67% | 30,355.71 | Health Care | United States | |
| G1151C10 | ACN US | Accenture PLC | 2,691 | $485,343.84 | 0.64% | $480,908.61 | 0.64% | 109,878.24 | Information Technology | United States | |
| 90353T10 | UBER US | Uber Technologies Inc | 6,444 | $480,786.84 | 0.64% | $480,786.84 | 0.64% | 154,286.39 | Industrials | United States | |
| 65566310 | NDSN US | Nordson Corp | 1,622 | $467,865.90 | 0.63% | $467,865.90 | 0.63% | 16,090.89 | Industrials | United States | |
| G5960L10 | MDT US | Medtronic PLC | 5,756 | $466,063.32 | 0.62% | $466,063.32 | 0.62% | 103,956.17 | Health Care | United States | |
| 91913Y10 | VLO US | Valero Energy Corp | 1,840 | $464,747.20 | 0.62% | $464,747.20 | 0.62% | 75,509.72 | Energy | United States | |
| 406141 | MC FP | LVMH Moet Hennessy Louis Vuitton SE | 857 | $454,026.27 | 0.61% | $454,026.27 | 0.61% | 262,980.82 | Consumer Discretionary | France | |
| 03852U10 | ARMK US | Aramark | 9,896 | $452,148.24 | 0.61% | $452,148.24 | 0.61% | 12,008.98 | Consumer Discretionary | United States | |
| 702196 | DB1 GY | Deutsche Boerse AG | 1,445 | $443,653.78 | 0.59% | $443,653.78 | 0.59% | 57,199.10 | Financials | Germany | |
| 71708110 | PFE US | Pfizer Inc | 16,375 | $437,212.50 | 0.59% | $437,212.50 | 0.59% | 151,879.11 | Health Care | United States | |
| 65339F10 | NEE US | NextEra Energy Inc | 4,434 | $433,999.92 | 0.58% | $433,999.92 | 0.58% | 204,113.24 | Utilities | United States | |
| 71344810 | PEP US | PepsiCo Inc | 2,718 | $430,775.82 | 0.58% | $430,775.82 | 0.58% | 216,814.32 | Consumer Staples | United States | |
| 071887 | RIO LN | Rio Tinto PLC | 4,237 | $423,648.77 | 0.57% | $423,648.77 | 0.57% | 162,717.26 | Materials | United Kingdom | |
| 38480210 | GWW US | WW Grainger Inc | 362 | $420,408.70 | 0.56% | $420,408.70 | 0.56% | 55,070.06 | Industrials | United States | |
| B1Y1SQ | JMT PL | Jeronimo Martins SGPS SA | 17,482 | $420,243.16 | 0.56% | $420,243.17 | 0.56% | 15,127.34 | Consumer Staples | Portugal | |
| 05946030 | BBD US | Banco Bradesco SA ADR | 107,314 | $431,711.82 | 0.56% | $416,378.32 | 0.56% | 41,038.81 | Financials | Brazil | |
| 671745 | NST AU | Northern Star Resources Ltd | 27,121 | $414,480.56 | 0.55% | $414,480.56 | 0.55% | 21,871.35 | Materials | Australia | |
| BX90C0 | CLNX SM | Cellnex Telecom SA | 11,996 | $403,554.86 | 0.54% | $403,554.86 | 0.54% | 22,956.84 | Communication Services | Spain | |
| 43851610 | HON US | Honeywell International Inc | 1,860 | $398,653.80 | 0.53% | $398,653.80 | 0.53% | 135,820.92 | Industrials | United States | |
| BK1N46 | HDFCB IN | HDFC Bank Ltd | 48,053 | $393,382.47 | 0.53% | $393,382.47 | 0.53% | 126,031.32 | Financials | India | |
| BZ5739 | INGA NA | ING Groep NV | 13,061 | $378,833.69 | 0.51% | $378,833.70 | 0.51% | 84,704.60 | Financials | Netherlands | |
| 595607 | KPN NA | Koninklijke KPN NV | 70,571 | $378,016.28 | 0.51% | $378,016.29 | 0.51% | 20,501.97 | Communication Services | Netherlands | |
| BD1RP6 | BIRG ID | Bank of Ireland Group PLC | 18,948 | $385,888.08 | 0.50% | $375,769.93 | 0.50% | 18,837.90 | Financials | Ireland | |
| 096970 | BAB LN | Babcock International Group PLC | 24,954 | $372,957.05 | 0.50% | $372,957.06 | 0.50% | 7,348.31 | Industrials | United Kingdom | |
| 07588710 | BDX US | Becton Dickinson & Co | 2,466 | $367,532.64 | 0.49% | $367,532.64 | 0.49% | 42,437.92 | Health Care | United States | |
| 69331C10 | PCG US | PG&E Corp | 21,582 | $358,692.84 | 0.48% | $358,692.84 | 0.48% | 36,600.98 | Utilities | United States | |
| L8681T10 | SPOT US | Spotify Technology SA | 793 | $354,114.15 | 0.47% | $354,114.15 | 0.47% | 91,914.73 | Communication Services | Sweden | |
| 82509L10 | SHOP US | Shopify Inc | 2,913 | $352,851.69 | 0.47% | $352,851.69 | 0.47% | 157,942.01 | Information Technology | Canada | |
| 82434810 | SHW US | Sherwin-Williams Co | 1,096 | $352,484.56 | 0.47% | $352,484.56 | 0.47% | 79,663.12 | Materials | United States | |
| 16411R20 | LNG US | Cheniere Energy Inc | 1,273 | $350,011.35 | 0.47% | $350,011.35 | 0.47% | 58,399.38 | Energy | United States | |
| 730968 | BNP FP | BNP Paribas SA | 3,304 | $347,729.34 | 0.47% | $347,729.34 | 0.47% | 117,535.97 | Financials | France | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 94,900 | $350,900.19 | 0.46% | $345,540.41 | 0.46% | 18,374.81 | Financials | Brazil | |
| BJFFLV | CRDA LN | Croda International PLC | 8,752 | $350,383.72 | 0.46% | $342,797.71 | 0.46% | 5,469.23 | Materials | United Kingdom | |
| G8711010 | FTI US | TechnipFMC PLC | 4,523 | $341,803.11 | 0.46% | $341,803.11 | 0.46% | 30,280.90 | Energy | United States | |
| 71817210 | PM US | Philip Morris International Inc | 2,053 | $338,888.71 | 0.45% | $338,888.71 | 0.45% | 257,271.30 | Consumer Staples | United States | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 15,494 | $329,903.39 | 0.44% | $329,903.39 | 0.44% | 9,164.99 | Materials | Australia | |
| BW9DW6 | EUROB GA | Eurobank SA | 76,150 | $328,894.29 | 0.44% | $328,894.29 | 0.44% | 15,871.67 | Financials | Greece | |
| B62G7K | 8630 JP | Sompo Holdings Inc | 8,800 | $331,048.17 | 0.44% | $327,167.74 | 0.44% | 34,732.90 | Financials | Japan | |
| 60920710 | MDLZ US | Mondelez International Inc | 5,261 | $323,235.84 | 0.43% | $323,235.84 | 0.43% | 78,867.44 | Consumer Staples | United States | |
| 89400J10 | TRU US | TransUnion | 4,522 | $321,062.00 | 0.43% | $321,062.00 | 0.43% | 13,688.80 | Industrials | United States | |
| B0190C | 669 HK | Techtronic Industries Co Ltd | 22,000 | $320,393.25 | 0.43% | $320,393.25 | 0.43% | 26,647.40 | Industrials | Hong Kong | |
| 05276910 | ADSK US | Autodesk Inc | 1,325 | $314,025.00 | 0.42% | $314,025.00 | 0.42% | 50,244.00 | Information Technology | United States | |
| 10113710 | BSX US | Boston Scientific Corp | 5,428 | $312,707.08 | 0.42% | $312,707.08 | 0.42% | 85,618.55 | Health Care | United States | |
| 624899 | 9433 JP | KDDI Corp | 18,900 | $316,208.68 | 0.42% | $311,770.62 | 0.42% | 69,081.90 | Communication Services | Japan | |
| 635652 | 4901 JP | FUJIFILM Holdings Corp | 16,500 | $308,715.65 | 0.41% | $305,697.54 | 0.41% | 23,045.47 | Information Technology | Japan | |
| B57FG0 | CVE CN | Cenovus Energy Inc | 10,346 | $302,683.43 | 0.40% | $302,683.43 | 0.40% | 55,100.91 | Energy | Canada | |
| 567151 | WKL NA | Wolters Kluwer NV | 3,747 | $293,156.23 | 0.39% | $293,156.23 | 0.39% | 18,191.50 | Industrials | Netherlands | |
| 585284 | AC FP | Accor SA | 5,874 | $292,031.48 | 0.39% | $292,031.48 | 0.39% | 11,668.70 | Consumer Discretionary | France | |
| 455710 | G1A GY | GEA Group AG | 4,236 | $294,850.19 | 0.39% | $290,091.77 | 0.39% | 11,149.06 | Industrials | Germany | |
| G8473T10 | STE US | STERIS PLC | 1,332 | $288,884.16 | 0.39% | $288,884.16 | 0.39% | 21,275.93 | Health Care | United States | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 26,500 | $277,214.51 | 0.37% | $277,214.51 | 0.37% | 31,112.98 | Communication Services | Thailand | |
| BMX86B | HLN LN | Haleon PLC | 59,729 | $279,574.35 | 0.37% | $275,547.74 | 0.37% | 41,013.88 | Health Care | United Kingdom | |
| 682150 | 6758 JP | Sony Group Corp | 13,700 | $274,922.86 | 0.37% | $273,916.82 | 0.37% | 122,958.87 | Consumer Discretionary | Japan | |
| 12572Q10 | CME US | CME Group Inc | 879 | $252,993.78 | 0.34% | $252,993.78 | 0.34% | 104,293.36 | Financials | United States | |
| 468232 | RI FP | Pernod Ricard SA | 3,155 | $232,688.08 | 0.31% | $232,688.08 | 0.31% | 18,605.40 | Consumer Staples | France | |
| 61536910 | MCO US | Moody's Corp | 491 | $226,768.35 | 0.30% | $226,768.35 | 0.30% | 80,685.20 | Financials | United States | |
| 98379310 | XPO US | XPO Inc | 1,022 | $224,972.86 | 0.30% | $224,972.86 | 0.30% | 25,845.09 | Industrials | United States | |
| BP3R2F | 600519 C1 | Kweichow Moutai Co Ltd | 1,100 | $223,394.14 | 0.30% | $223,394.14 | 0.30% | 254,318.04 | Consumer Staples | China | |
| BWFGQN | SPX LN | Spirax Group PLC | 2,168 | $217,223.97 | 0.29% | $213,611.86 | 0.29% | 7,274.04 | Industrials | United Kingdom | |
| 510740 | BEI GY | Beiersdorf AG | 2,395 | $198,392.74 | 0.27% | $198,392.74 | 0.27% | 20,096.07 | Consumer Staples | Germany | |
| 028758 | BATS LN | British American Tobacco PLC | 3,321 | $195,017.67 | 0.26% | $195,017.66 | 0.26% | 127,438.84 | Consumer Staples | United Kingdom | |
| 653551 | 1193 HK | China Resources Gas Group Ltd | 76,900 | $184,481.46 | 0.25% | $184,481.46 | 0.25% | 5,551.27 | Utilities | China | |
| 691148 | 8113 JP | Unicharm Corp | 28,000 | $163,129.89 | 0.22% | $163,129.89 | 0.22% | 10,851.07 | Consumer Staples | Japan | |
| 88034P10 | TME US | Tencent Music Entertainment Group ADR | 17,121 | $156,999.57 | 0.21% | $156,999.57 | 0.21% | 14,096.67 | Communication Services | China | |
| B0J7D9 | 4568 JP | Daiichi Sankyo Co Ltd | 8,600 | $144,659.16 | 0.19% | $142,686.18 | 0.19% | 31,429.96 | Health Care | Japan | |
| 49177J10 | KVUE US | Kenvue Inc | 7,451 | $130,616.03 | 0.17% | $130,616.03 | 0.17% | 33,656.13 | Consumer Staples | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | $741,636.19 | 0.99% | $740,739.12 | 0.99% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | $643,666.61 | 0.86% | $643,748.12 | - | - | - | United States | |
| CASH_JPY | CASH_JPY | Yen Japan | - | $29,269.33 | 0.04% | $29,269.33 | - | - | - | Japan | |
| CASH_THB | CASH_THB | Baht Thailand | - | $23,162.97 | 0.03% | $23,162.97 | - | - | - | Thailand | |
| CASH_GBP | CASH_GBP | British Pounds | - | $20,821.22 | 0.03% | $20,821.22 | - | - | - | United Kingdom | |
| CASH_EUR | CASH_EUR | Euro | - | $16,759.35 | 0.02% | $16,759.35 | - | - | - | Germany | |
| CASH_SEK | CASH_SEK | Swedish Krona | - | $7,869.00 | 0.01% | $7,869.00 | - | - | - | Sweden | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | $5,359.78 | 0.01% | $5,359.78 | - | - | - | Brazil | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | $2.56 | 0.00% | $2.56 | - | - | - | Canada | |
| CASH_USD | CASH_USD | Us Dollars | - | $-6,253.20 | -0.01% | $-6,253.20 | - | - | - | United States | |
| CASH_DERV | - | Other | - | $-0.05 | 0.00% | $897.02 | 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.