Full & Historical Holdings
Global Research 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 | |
| 67066G10 | NVDA US | NVIDIA Corp | 20,391 | $3,613,081.29 | 4.78% | $3,613,081.29 | 4.78% | 4,306,602.95 | Information Technology | United States | |
| 688910 | 2330 TT | Taiwan Semiconductor Manufacturing Co Ltd | 46,000 | $2,890,453.62 | 3.82% | $2,890,453.62 | 3.82% | 1,629,494.80 | Information Technology | Taiwan | |
| 59491810 | MSFT US | Microsoft Corp | 6,917 | $2,722,877.05 | 3.59% | $2,716,582.58 | 3.59% | 2,917,665.46 | Information Technology | United States | |
| 02313510 | AMZN US | Amazon.com Inc | 10,703 | $2,247,630.00 | 2.97% | $2,247,630.00 | 2.97% | 2,254,333.41 | Consumer Discretionary | United States | |
| 03783310 | AAPL US | Apple Inc | 8,285 | $2,188,731.30 | 2.90% | $2,188,731.30 | 2.90% | 3,884,160.08 | Information Technology | United States | |
| 02079K30 | GOOGL US | Alphabet Inc Class A | 6,039 | $1,882,718.64 | 2.49% | $1,882,718.64 | 2.49% | 3,768,554.88 | Communication Services | United States | |
| 30303M10 | META US | Meta Platforms Inc | 2,530 | $1,639,895.40 | 2.17% | $1,639,895.40 | 2.17% | 1,639,895.40 | Communication Services | United States | |
| 11135F10 | AVGO US | Broadcom Inc | 4,565 | $1,458,745.75 | 1.93% | $1,458,745.75 | 1.93% | 1,515,074.11 | Information Technology | United States | |
| 57636Q10 | MA US | Mastercard Inc | 2,772 | $1,433,706.12 | 1.90% | $1,433,706.12 | 1.90% | 462,385.74 | Financials | United States | |
| 69347510 | PNC US | PNC Financial Services Group Inc | 5,884 | $1,249,467.40 | 1.65% | $1,249,467.40 | 1.65% | 85,655.81 | Financials | United States | |
| 51280730 | LRCX US | Lam Research Corp | 5,020 | $1,174,127.80 | 1.55% | $1,174,127.80 | 1.55% | 292,638.49 | Information Technology | United States | |
| 642910 | 6501 JP | Hitachi Ltd | 33,900 | $1,134,450.10 | 1.50% | $1,134,450.10 | 1.50% | 153,320.13 | Industrials | Japan | |
| 47816010 | JNJ US | Johnson & Johnson | 4,452 | $1,111,797.96 | 1.46% | $1,106,010.36 | 1.46% | 598,691.21 | Health Care | United States | |
| B929F4 | ASML NA | ASML Holding NV | 712 | $1,037,658.43 | 1.37% | $1,037,658.43 | 1.37% | 565,680.76 | Information Technology | Netherlands | |
| 313486 | BARC LN | Barclays PLC | 156,844 | $969,029.50 | 1.27% | $957,192.74 | 1.27% | 84,220.65 | Financials | United Kingdom | |
| BDR05C | NG/ LN | National Grid PLC | 50,451 | $945,744.94 | 1.25% | $945,744.94 | 1.25% | 93,190.89 | Utilities | United Kingdom | |
| 289722 | TD CN | Toronto-Dominion Bank | 9,683 | $943,277.04 | 1.25% | $943,277.04 | 1.25% | 164,583.58 | Financials | Canada | |
| 483410 | SU FP | Schneider Electric SE | 2,751 | $899,435.93 | 1.19% | $899,435.93 | 1.19% | 188,689.46 | Industrials | France | |
| B15C55 | TTE FP | TotalEnergies SE | 10,819 | $860,089.38 | 1.14% | $860,089.38 | 1.14% | 175,419.23 | Energy | France | |
| 711038 | ROG SW | Roche Holding AG | 1,778 | $848,703.91 | 1.12% | $848,703.91 | 1.12% | 379,777.15 | Health Care | Switzerland | |
| 75513E10 | RTX US | RTX Corp | 4,087 | $830,887.10 | 1.10% | $828,107.94 | 1.10% | 271,974.33 | Industrials | United States | |
| B4T3BW | GLEN LN | Glencore PLC | 110,181 | $792,912.17 | 1.05% | $792,912.17 | 1.05% | 84,513.36 | Materials | United Kingdom | |
| G5495010 | LIN US | Linde PLC | 1,559 | $792,096.72 | 1.05% | $792,096.72 | 1.05% | 237,247.45 | Materials | United States | |
| 44320110 | HWM US | Howmet Aerospace Inc | 2,844 | $746,635.32 | 0.99% | $746,635.32 | 0.99% | 105,437.56 | Industrials | United States | |
| BMMV2K | 700 HK | Tencent Holdings Ltd | 10,300 | $681,979.70 | 0.90% | $681,979.70 | 0.90% | 606,035.17 | Communication Services | China | |
| G0403H10 | AON US | Aon PLC | 2,021 | $677,984.87 | 0.90% | $677,984.87 | 0.90% | 71,958.32 | Financials | United States | |
| 88355610 | TMO US | Thermo Fisher Scientific Inc | 1,298 | $676,400.78 | 0.90% | $676,400.78 | 0.90% | 195,785.20 | Health Care | United States | |
| 20825C10 | COP US | ConocoPhillips | 5,913 | $675,855.90 | 0.89% | $670,888.98 | 0.89% | 139,007.56 | Energy | United States | |
| 14912310 | CAT US | Caterpillar Inc | 879 | $652,947.57 | 0.86% | $652,947.57 | 0.86% | 345,629.38 | Industrials | United States | |
| BLDBN4 | ATCOA SS | Atlas Copco AB | 29,957 | $647,249.86 | 0.86% | $647,249.86 | 0.86% | 105,233.74 | Industrials | Sweden | |
| 659101 | 8411 JP | Mizuho Financial Group Inc | 14,100 | $645,657.48 | 0.85% | $645,657.48 | 0.85% | 114,013.43 | Financials | Japan | |
| BNBNSG | ENX FP | Euronext NV | 3,788 | $626,626.11 | 0.83% | $626,626.11 | 0.83% | 17,152.80 | Financials | France | |
| 29101110 | EMR US | Emerson Electric Co | 4,116 | $622,771.38 | 0.82% | $620,487.00 | 0.82% | 84,767.04 | Industrials | United States | |
| 03852U10 | ARMK US | Aramark | 14,612 | $613,486.44 | 0.81% | $611,512.20 | 0.81% | 10,999.69 | Consumer Discretionary | United States | |
| 26441C20 | DUK US | Duke Energy Corp | 4,655 | $614,064.33 | 0.81% | $609,106.75 | 0.81% | 101,801.30 | Utilities | United States | |
| 80851310 | SCHW US | Charles Schwab Corp | 6,311 | $600,807.20 | 0.80% | $600,807.20 | 0.80% | 170,092.98 | Financials | United States | |
| BRJL17 | UBSG SW | UBS Group AG | 14,361 | $597,900.25 | 0.79% | $597,900.25 | 0.79% | 139,122.11 | Financials | Switzerland | |
| BG36ZK | B3SA3 BZ | B3 SA - Brasil Bolsa Balcao | 168,900 | $597,507.23 | 0.78% | $589,741.54 | 0.78% | 18,388.83 | Financials | Brazil | |
| G5960L10 | MDT US | Medtronic PLC | 5,933 | $579,416.78 | 0.77% | $579,416.78 | 0.77% | 125,384.21 | Health Care | United States | |
| G1151C10 | ACN US | Accenture PLC | 2,774 | $578,989.28 | 0.77% | $578,989.28 | 0.77% | 128,437.10 | Information Technology | United States | |
| 69331C10 | PCG US | PG&E Corp | 30,301 | $575,719.00 | 0.76% | $575,719.00 | 0.76% | 41,761.39 | Utilities | United States | |
| 36955010 | GD US | General Dynamics Corp | 1,609 | $574,493.45 | 0.76% | $574,493.45 | 0.76% | 96,542.75 | Industrials | United States | |
| H1467J10 | CB US | Chubb Ltd | 1,676 | $571,281.36 | 0.76% | $571,281.36 | 0.76% | 134,145.75 | Financials | United States | |
| 406141 | MC FP | LVMH Moet Hennessy Louis Vuitton SE | 883 | $567,688.26 | 0.75% | $567,688.26 | 0.75% | 319,967.20 | Consumer Discretionary | France | |
| BL56KN | ATD CN | Alimentation Couche Tard Inc | 9,201 | $558,380.40 | 0.74% | $558,380.40 | 0.74% | 56,554.15 | Consumer Staples | Canada | |
| 05550J10 | BJ US | BJ's Wholesale Club Holdings Inc | 5,650 | $558,163.50 | 0.74% | $558,163.50 | 0.74% | 12,926.47 | Consumer Staples | United States | |
| BCRWZ1 | CFR SW | Cie Financiere Richemont SA | 2,725 | $557,334.01 | 0.74% | $557,334.01 | 0.74% | 120,249.22 | Consumer Discretionary | Switzerland | |
| 12552310 | CI US | Cigna Group | 1,884 | $546,020.88 | 0.72% | $546,020.88 | 0.72% | 76,375.77 | Health Care | United States | |
| G2550810 | CRH US | CRH PLC | 4,486 | $538,230.28 | 0.71% | $538,230.28 | 0.71% | 80,222.23 | Materials | United States | |
| 03209510 | APH US | Amphenol Corp | 3,674 | $536,624.44 | 0.71% | $536,624.44 | 0.71% | 179,539.14 | Information Technology | United States | |
| 94184810 | WAT US | Waters Corp | 1,659 | $529,851.42 | 0.70% | $529,851.42 | 0.70% | 31,331.78 | Health Care | United States | |
| 37555810 | GILD US | Gilead Sciences Inc | 3,552 | $529,070.40 | 0.70% | $529,070.40 | 0.70% | 184,909.58 | Health Care | United States | |
| B4TX8S | 1299 HK | AIA Group Ltd | 46,800 | $519,242.27 | 0.69% | $519,242.27 | 0.69% | 116,587.93 | Financials | Hong Kong | |
| 71344810 | PEP US | PepsiCo Inc | 3,036 | $515,330.64 | 0.68% | $515,330.64 | 0.68% | 232,034.58 | Consumer Staples | United States | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 1,697 | $511,475.80 | 0.68% | $511,475.80 | 0.68% | 82,177.01 | Information Technology | United States | |
| BX90C0 | CLNX SM | Cellnex Telecom SA | 13,361 | $507,405.67 | 0.67% | $507,405.67 | 0.67% | 25,915.66 | Communication Services | Spain | |
| 04041320 | ANET US | Arista Networks Inc | 3,796 | $506,766.00 | 0.67% | $506,766.00 | 0.67% | 167,747.82 | Information Technology | United States | |
| 65566310 | NDSN US | Nordson Corp | 1,672 | $490,631.68 | 0.65% | $490,631.68 | 0.65% | 16,369.26 | Industrials | United States | |
| B0SWJX | LSEG LN | London Stock Exchange Group PLC | 4,071 | $486,084.69 | 0.64% | $486,084.69 | 0.64% | 60,943.64 | Financials | United Kingdom | |
| 625072 | 6367 JP | Daikin Industries Ltd | 3,800 | $484,596.42 | 0.64% | $484,596.42 | 0.64% | 37,379.47 | Industrials | Japan | |
| B1Y1SQ | JMT PL | Jeronimo Martins SGPS SA | 18,020 | $473,969.54 | 0.63% | $473,969.54 | 0.63% | 16,551.93 | Consumer Staples | Portugal | |
| 671745 | NST AU | Northern Star Resources Ltd | 21,354 | $460,152.26 | 0.61% | $460,152.26 | 0.61% | 30,830.58 | Materials | Australia | |
| 05946030 | BBD US | Banco Bradesco SA ADR | 110,623 | $462,091.63 | 0.60% | $452,448.07 | 0.60% | 43,259.98 | Financials | Brazil | |
| 595607 | KPN NA | Koninklijke KPN NV | 79,408 | $450,470.60 | 0.60% | $450,470.59 | 0.60% | 21,712.68 | Communication Services | Netherlands | |
| 07588710 | BDX US | Becton Dickinson & Co | 2,541 | $448,435.68 | 0.59% | $448,435.68 | 0.59% | 50,251.24 | Health Care | United States | |
| 91913Y10 | VLO US | Valero Energy Corp | 2,182 | $449,142.88 | 0.59% | $446,524.48 | 0.59% | 62,417.45 | Energy | United States | |
| 90781810 | UNP US | Union Pacific Corp | 1,681 | $447,751.16 | 0.59% | $445,431.38 | 0.59% | 157,236.88 | Industrials | United States | |
| 71817210 | PM US | Philip Morris International Inc | 2,345 | $438,116.35 | 0.58% | $438,116.35 | 0.58% | 290,834.45 | Consumer Staples | United States | |
| B1FW75 | GALP PL | Galp Energia SGPS SA | 20,032 | $431,263.96 | 0.57% | $431,263.96 | 0.57% | 16,152.32 | Energy | Portugal | |
| 38480210 | GWW US | WW Grainger Inc | 373 | $427,827.27 | 0.56% | $426,984.29 | 0.56% | 54,281.95 | Industrials | United States | |
| 12572Q10 | CME US | CME Group Inc | 1,334 | $426,213.00 | 0.56% | $426,213.00 | 0.56% | 115,210.63 | Financials | United States | |
| B15C4L | CSU CN | Constellation Software Inc/Canada | 230 | $425,022.40 | 0.56% | $425,022.40 | 0.56% | 39,161.19 | Information Technology | Canada | |
| L8681T10 | SPOT US | Spotify Technology SA | 817 | $420,705.98 | 0.56% | $420,705.98 | 0.56% | 105,991.65 | Communication Services | Sweden | |
| 71708110 | PFE US | Pfizer Inc | 14,920 | $419,012.51 | 0.55% | $412,538.00 | 0.55% | 157,225.30 | Health Care | United States | |
| 82434810 | SHW US | Sherwin-Williams Co | 1,129 | $409,364.11 | 0.54% | $409,364.11 | 0.54% | 89,840.65 | Materials | United States | |
| BZ5739 | INGA NA | ING Groep NV | 13,463 | $391,811.10 | 0.52% | $391,811.10 | 0.52% | 84,990.37 | Financials | Netherlands | |
| 096970 | BAB LN | Babcock International Group PLC | 21,410 | $390,095.08 | 0.52% | $390,095.08 | 0.52% | 9,098.43 | Industrials | United Kingdom | |
| 79466L30 | CRM US | Salesforce Inc | 2,000 | $389,580.00 | 0.52% | $389,580.00 | 0.52% | 183,492.18 | Information Technology | United States | |
| G2918310 | ETN US | Eaton Corp PLC | 1,036 | $389,453.12 | 0.52% | $389,453.12 | 0.52% | 146,007.33 | Industrials | United States | |
| B60QWJ | JHX AU | James Hardie Industries PLC | 15,971 | $388,936.38 | 0.51% | $388,936.38 | 0.51% | 10,482.26 | Materials | Australia | |
| 730968 | BNP FP | BNP Paribas SA | 3,406 | $384,342.58 | 0.51% | $384,342.58 | 0.51% | 126,021.12 | Financials | France | |
| BD1RP6 | BIRG ID | Bank of Ireland Group PLC | 19,533 | $381,630.99 | 0.50% | $381,630.99 | 0.50% | 18,612.98 | Financials | Ireland | |
| BK1N46 | HDFCB IN | HDFC Bank Ltd | 38,727 | $377,899.66 | 0.50% | $377,899.66 | 0.50% | 150,170.84 | Financials | India | |
| BJFFLV | CRDA LN | Croda International PLC | 9,022 | $376,183.94 | 0.50% | $376,183.94 | 0.50% | 5,822.28 | Materials | United Kingdom | |
| 641259 | ADVANC/F | Advanced Info Service PCL | 30,500 | $397,053.39 | 0.49% | $372,848.64 | 0.49% | 36,358.36 | Communication Services | Thailand | |
| 89400J10 | TRU US | TransUnion | 4,662 | $366,782.85 | 0.48% | $366,200.10 | 0.48% | 15,254.41 | Industrials | United States | |
| B62G7K | 8630 JP | Sompo Holdings Inc | 9,100 | $363,906.77 | 0.48% | $363,906.77 | 0.48% | 37,359.58 | Financials | Japan | |
| BW9DW6 | EUROB GA | Eurobank SA | 78,498 | $363,592.69 | 0.48% | $363,592.69 | 0.48% | 16,834.46 | Financials | Greece | |
| B0190C | 669 HK | Techtronic Industries Co Ltd | 22,000 | $358,820.97 | 0.47% | $358,820.97 | 0.47% | 29,845.18 | Industrials | Hong Kong | |
| 585284 | AC FP | Accor SA | 6,056 | $352,493.21 | 0.47% | $352,493.21 | 0.47% | 13,661.28 | Consumer Discretionary | France | |
| G8473T10 | STE US | STERIS PLC | 1,374 | $347,594.52 | 0.46% | $346,728.90 | 0.46% | 24,755.54 | Health Care | United States | |
| 455710 | G1A GY | GEA Group AG | 4,367 | $340,047.11 | 0.45% | $340,047.11 | 0.45% | 12,676.95 | Industrials | Germany | |
| 649099 | 6861 JP | Keyence Corp | 800 | $338,411.30 | 0.45% | $338,411.30 | 0.45% | 102,880.29 | Information Technology | Japan | |
| BMX86B | HLN LN | Haleon PLC | 61,572 | $336,639.74 | 0.45% | $336,639.74 | 0.45% | 48,697.16 | Health Care | United Kingdom | |
| 60920710 | MDLZ US | Mondelez International Inc | 5,423 | $333,948.34 | 0.44% | $333,948.34 | 0.44% | 78,936.06 | Consumer Staples | United States | |
| 624899 | 9433 JP | KDDI Corp | 19,500 | $333,522.24 | 0.44% | $333,522.24 | 0.44% | 71,627.71 | Communication Services | Japan | |
| 682150 | 6758 JP | Sony Group Corp | 14,100 | $328,923.25 | 0.44% | $328,923.25 | 0.44% | 143,462.11 | Consumer Discretionary | Japan | |
| 071887 | RIO LN | Rio Tinto PLC | 3,234 | $319,681.31 | 0.42% | $319,681.31 | 0.42% | 160,865.66 | Materials | United Kingdom | |
| 635652 | 4901 JP | FUJIFILM Holdings Corp | 15,200 | $315,748.09 | 0.42% | $315,748.09 | 0.42% | 25,838.94 | Information Technology | Japan | |
| 10113710 | BSX US | Boston Scientific Corp | 4,084 | $313,855.40 | 0.42% | $313,855.40 | 0.42% | 114,036.60 | Health Care | United States | |
| 90353T10 | UBER US | Uber Technologies Inc | 4,142 | $312,389.64 | 0.41% | $312,389.64 | 0.41% | 155,961.40 | Industrials | United States | |
| 16411R20 | LNG US | Cheniere Energy Inc | 1,312 | $309,277.76 | 0.41% | $309,277.76 | 0.41% | 51,200.56 | Energy | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 4,663 | $309,203.53 | 0.41% | $309,203.53 | 0.41% | 26,815.76 | Energy | United States | |
| 468232 | RI FP | Pernod Ricard SA | 3,253 | $300,811.47 | 0.40% | $300,811.47 | 0.40% | 23,327.84 | Consumer Staples | France | |
| 05276910 | ADSK US | Autodesk Inc | 1,123 | $276,112.01 | 0.37% | $276,112.01 | 0.37% | 52,124.44 | Information Technology | United States | |
| 88034P10 | TME US | Tencent Music Entertainment Group ADR | 17,649 | $257,675.40 | 0.34% | $257,675.40 | 0.34% | 22,443.98 | Communication Services | China | |
| 510740 | BEI GY | Beiersdorf AG | 2,007 | $255,288.87 | 0.34% | $255,288.87 | 0.34% | 30,858.54 | Consumer Staples | Germany | |
| 29414B10 | EPAM US | EPAM Systems Inc | 1,807 | $254,787.00 | 0.34% | $254,787.00 | 0.34% | 7,652.63 | Information Technology | United States | |
| 61536910 | MCO US | Moody's Corp | 506 | $241,660.54 | 0.32% | $241,660.54 | 0.32% | 84,792.76 | Financials | United States | |
| BWFGQN | SPX LN | Spirax Group PLC | 2,234 | $237,991.89 | 0.31% | $237,991.89 | 0.31% | 7,859.49 | Industrials | United Kingdom | |
| 00287Y10 | ABBV US | AbbVie Inc | 964 | $223,725.12 | 0.30% | $223,725.12 | 0.30% | 410,356.68 | Health Care | United States | |
| 82509L10 | SHOP US | Shopify Inc | 1,794 | $216,589.62 | 0.29% | $216,589.62 | 0.29% | 157,420.45 | Information Technology | Canada | |
| 653551 | 1193 HK | China Resources Gas Group Ltd | 79,300 | $212,658.69 | 0.28% | $212,658.69 | 0.28% | 6,205.49 | Utilities | China | |
| 691148 | 8113 JP | Unicharm Corp | 28,900 | $197,922.39 | 0.26% | $197,922.39 | 0.26% | 12,755.40 | Consumer Staples | Japan | |
| 567151 | WKL NA | Wolters Kluwer NV | 2,414 | $194,247.24 | 0.26% | $194,247.24 | 0.26% | 18,709.87 | Industrials | Netherlands | |
| BP3R2F | 600519 C1 | Kweichow Moutai Co Ltd | 900 | $191,011.57 | 0.25% | $191,011.57 | 0.25% | 265,775.68 | Consumer Staples | China | |
| 49177J10 | KVUE US | Kenvue Inc | 9,879 | $188,886.48 | 0.25% | $188,886.48 | 0.25% | 36,647.92 | Consumer Staples | United States | |
| B0J7D9 | 4568 JP | Daiichi Sankyo Co Ltd | 8,900 | $174,620.43 | 0.23% | $174,620.43 | 0.23% | 37,167.68 | Health Care | Japan | |
| G7997R10 | STX US | Seagate Technology Holdings PLC | 338 | $137,849.92 | 0.18% | $137,849.92 | 0.18% | 88,952.35 | Information Technology | United States | |
| 697245 | 291 HK | China Resources Beer Holdings Co Ltd | 32,500 | $114,656.03 | 0.15% | $114,656.03 | 0.15% | 11,445.06 | Consumer Staples | China | |
| 40171V10 | GWRE US | Guidewire Software Inc | 577 | $83,849.64 | 0.11% | $83,849.64 | 0.11% | 12,354.99 | Information Technology | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | 241,888.99 | 0.32% | 240,181.63 | 0.32% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 108,357.10 | 0.15% | 108,370.82 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | 79,045.90 | 0.10% | 79,045.90 | - | - | - | United States | |
| CASH_THB | CASH_THB | Baht Thailand | - | 24,204.75 | 0.03% | 24,204.75 | - | - | - | Thailand | |
| CASH_GBP | CASH_GBP | British Pounds | - | 19,237.41 | 0.03% | 19,237.41 | - | - | - | United Kingdom | |
| CASH_BRL | CASH_BRL | Brazil Real Brazil | - | 7,765.69 | 0.01% | 7,765.69 | - | - | - | Brazil | |
| CASH_JPY | CASH_JPY | Yen Japan | - | 1,530.11 | 0.00% | 1,530.11 | - | - | - | Japan | |
| CASH_EUR | CASH_EUR | Euro | - | 24.40 | 0.00% | 24.40 | - | - | - | Germany | |
| CASH_CAD | CASH_CAD | Canadian Dollar | - | 2.55 | 0.00% | 2.55 | - | - | - | Canada | |
| CASH_DERV | - | Other | - | 0.02 | 0.00% | 1,707.39 | 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.