Full & Historical Holdings
Blended Research® Small Cap Equity Fund
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| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 03-31-24)
|
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 | |
| 89628810 | TNET US | TriNet Group Inc | 40,045 | $5,305,562.05 | 1.58% | $5,305,562.05 | 1.58% | 6,712.47 | Industrials | United States | |
| 26856L10 | ELF US | elf Beauty Inc | 27,012 | $5,295,162.36 | 1.58% | $5,295,162.36 | 1.58% | 10,881.02 | Consumer Staples | United States | |
| 74112D10 | PBH US | Prestige Brands Holdings Inc | 72,869 | $5,287,374.64 | 1.58% | $5,287,374.64 | 1.58% | 3,602.55 | Health Care | United States | |
| 83056610 | SKX US | Skechers U.S.A. Inc | 85,686 | $5,249,124.36 | 1.57% | $5,249,124.36 | 1.57% | 9,373.94 | Consumer Discretionary | United States | |
| 00187Y10 | APG US | API Group Corp | 133,373 | $5,237,557.71 | 1.56% | $5,237,557.71 | 1.56% | 10,262.53 | Industrials | United States | |
| 92343X10 | VRNT US | Verint Systems Inc | 155,788 | $5,164,372.20 | 1.54% | $5,164,372.20 | 1.54% | 2,079.76 | Information Technology | United States | |
| 38526M10 | LOPE US | Grand Canyon Education Inc | 37,614 | $5,123,402.94 | 1.53% | $5,123,402.94 | 1.53% | 4,088.84 | Consumer Discretionary | United States | |
| 29261A10 | EHC US | Encompass Health Corp | 58,001 | $4,789,722.58 | 1.43% | $4,789,722.58 | 1.43% | 8,278.89 | Health Care | United States | |
| 75875010 | RRX US | Regal Rexnord Corp | 25,619 | $4,613,981.90 | 1.38% | $4,613,981.90 | 1.38% | 11,963.07 | Industrials | United States | |
| 28618M10 | ESI US | Element Solutions Inc | 182,273 | $4,553,179.54 | 1.36% | $4,553,179.54 | 1.36% | 6,045.00 | Materials | United States | |
| 78442P10 | SLM US | SLM Corp | 206,471 | $4,499,003.09 | 1.34% | $4,499,003.09 | 1.34% | 4,801.42 | Financials | United States | |
| 05478C10 | AZEK US | AZEK Co Inc | 89,413 | $4,490,320.86 | 1.34% | $4,490,320.86 | 1.34% | 7,323.39 | Industrials | United States | |
| 97650W10 | WTFC US | Wintrust Financial Corp | 42,841 | $4,472,171.99 | 1.33% | $4,472,171.99 | 1.33% | 6,417.15 | Financials | United States | |
| 15872M10 | CHX US | ChampionX Corp | 124,512 | $4,468,735.68 | 1.33% | $4,468,735.68 | 1.33% | 6,859.84 | Energy | United States | |
| 68622V10 | OGN US | Organon & Co | 227,701 | $4,280,778.80 | 1.28% | $4,280,778.80 | 1.28% | 4,806.00 | Health Care | United States | |
| 88738910 | TKR US | Timken Co | 48,040 | $4,200,137.20 | 1.25% | $4,200,137.20 | 1.25% | 6,131.65 | Industrials | United States | |
| 78709Y10 | SAIA US | Saia Inc | 7,142 | $4,178,070.00 | 1.25% | $4,178,070.00 | 1.25% | 15,554.00 | Industrials | United States | |
| 73317470 | BPOP US | Popular Inc | 47,003 | $4,140,494.27 | 1.24% | $4,140,494.27 | 1.24% | 6,364.86 | Financials | United States | |
| 36251C10 | GMS US | GMS Inc | 41,891 | $4,077,669.94 | 1.22% | $4,077,669.94 | 1.22% | 3,882.02 | Industrials | United States | |
| 10316T10 | BOX US | Box Inc | 139,477 | $3,949,988.64 | 1.18% | $3,949,988.64 | 1.18% | 4,088.08 | Information Technology | United States | |
| 72019020 | PDM US | Piedmont Office Realty Trust Inc REIT | 558,301 | $3,924,856.03 | 1.17% | $3,924,856.03 | 1.17% | 870.32 | Real Estate | United States | |
| 82691910 | SLAB US | Silicon Laboratories Inc | 27,024 | $3,883,889.28 | 1.16% | $3,883,889.28 | 1.16% | 4,587.72 | Information Technology | United States | |
| 87652V10 | TASK US | TaskUS Inc | 331,677 | $3,864,037.05 | 1.15% | $3,864,037.05 | 1.15% | 1,034.04 | Industrials | United States | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 37,832 | $3,858,107.36 | 1.15% | $3,858,107.36 | 1.15% | 3,806.38 | Information Technology | United States | |
| 04247X10 | AWI US | Armstrong World Industries Inc | 30,870 | $3,834,671.40 | 1.14% | $3,834,671.40 | 1.14% | 5,453.51 | Industrials | United States | |
| 65122910 | NWL US | Newell Brands Inc | 470,917 | $3,781,463.51 | 1.13% | $3,781,463.51 | 1.13% | 3,326.83 | Consumer Discretionary | United States | |
| 14915010 | CATY US | Cathay General Bancorp | 98,496 | $3,726,103.68 | 1.11% | $3,726,103.68 | 1.11% | 2,749.10 | Financials | United States | |
| 62955J10 | NOV US | NOV Inc | 187,873 | $3,667,280.96 | 1.09% | $3,667,280.96 | 1.09% | 7,690.95 | Energy | United States | |
| 75342210 | RPD US | Rapid7 Inc | 74,761 | $3,666,279.44 | 1.09% | $3,666,279.44 | 1.09% | 3,039.79 | Information Technology | United States | |
| 92908910 | VOYA US | Voya Financial Inc | 49,463 | $3,656,304.96 | 1.09% | $3,656,304.96 | 1.09% | 7,603.04 | Financials | United States | |
| 29210410 | ESRT US | Empire State Realty Trust Inc REIT | 345,966 | $3,504,635.58 | 1.05% | $3,504,635.58 | 1.05% | 1,652.12 | Real Estate | United States | |
| 72913210 | PLXS US | Plexus Corp | 36,181 | $3,430,682.42 | 1.02% | $3,430,682.42 | 1.02% | 2,618.14 | Information Technology | United States | |
| N1450610 | ESTC US | Elastic NV | 33,572 | $3,365,257.28 | 1.00% | $3,365,257.28 | 1.00% | 10,104.95 | Information Technology | United States | |
| 16385110 | CC US | Chemours Co | 127,220 | $3,340,797.20 | 1.00% | $3,340,797.20 | 1.00% | 3,907.53 | Materials | United States | |
| G2717B10 | CWK US | Cushman & Wakefield PLC | 317,306 | $3,319,020.76 | 0.99% | $3,319,020.76 | 0.99% | 2,377.87 | Real Estate | United States | |
| 91704710 | URBN US | Urban Outfitters Inc | 76,348 | $3,315,030.16 | 0.99% | $3,315,030.16 | 0.99% | 4,028.86 | Consumer Discretionary | United States | |
| 34354P10 | FLS US | Flowserve Corp | 71,682 | $3,274,433.76 | 0.98% | $3,274,433.76 | 0.98% | 5,994.45 | Industrials | United States | |
| 12719030 | CACI US | CACI International Inc | 8,536 | $3,233,692.88 | 0.97% | $3,233,692.88 | 0.97% | 8,442.27 | Industrials | United States | |
| 27579R10 | EWBC US | East West Bancorp Inc | 40,767 | $3,225,077.37 | 0.96% | $3,225,077.37 | 0.96% | 11,077.77 | Financials | United States | |
| 46817M10 | JXN US | Jackson Financial Inc | 48,446 | $3,204,218.44 | 0.96% | $3,204,218.44 | 0.96% | 5,202.57 | Financials | United States | |
| 74952710 | REVG US | REV Group Inc | 142,196 | $3,141,109.64 | 0.94% | $3,141,109.64 | 0.94% | 1,320.45 | Industrials | United States | |
| Y8565N30 | TNK US | Teekay Tankers Ltd | 53,302 | $3,113,369.82 | 0.93% | $3,113,369.82 | 0.93% | 1,991.37 | Energy | Canada | |
| 19723610 | COLB US | Columbia Banking System Inc | 160,639 | $3,108,364.65 | 0.93% | $3,108,364.65 | 0.93% | 4,036.91 | Financials | United States | |
| 87546510 | SKT US | Tanger Inc REIT | 103,176 | $3,046,787.28 | 0.91% | $3,046,787.28 | 0.91% | 3,216.32 | Real Estate | United States | |
| G4863A10 | IGT US | International Game Technology PLC | 134,764 | $3,044,318.76 | 0.91% | $3,044,318.76 | 0.91% | 4,528.89 | Consumer Discretionary | United States | |
| 12008R10 | BLDR US | Builders FirstSource Inc | 14,254 | $2,972,671.70 | 0.89% | $2,972,671.70 | 0.89% | 25,430.60 | Industrials | United States | |
| 05990K10 | BANC US | Banc of California Inc | 195,237 | $2,969,554.77 | 0.89% | $2,969,554.77 | 0.89% | 2,556.77 | Financials | United States | |
| 67059N10 | NTNX US | Nutanix Inc | 47,986 | $2,961,695.92 | 0.88% | $2,961,695.92 | 0.88% | 15,100.35 | Information Technology | United States | |
| 09624H20 | BXC US | BlueLinx Holdings Inc | 21,949 | $2,858,637.76 | 0.85% | $2,858,637.76 | 0.85% | 1,126.58 | Industrials | United States | |
| 05368V10 | AVNT US | Avient Corp | 65,116 | $2,826,034.40 | 0.84% | $2,826,034.40 | 0.84% | 3,958.08 | Materials | United States | |
| 29415F10 | NVST US | Envista Holdings Corp | 132,141 | $2,825,174.58 | 0.84% | $2,825,174.58 | 0.84% | 3,667.74 | Health Care | United States | |
| 41086710 | THG US | Hanover Insurance Group Inc | 19,882 | $2,707,331.94 | 0.81% | $2,707,331.94 | 0.81% | 4,877.75 | Financials | United States | |
| 85254J10 | STAG US | STAG Industrial Inc REIT | 69,815 | $2,683,688.60 | 0.80% | $2,683,688.60 | 0.80% | 6,987.75 | Real Estate | United States | |
| 86614U10 | SUM US | Summit Materials Inc | 59,351 | $2,645,274.07 | 0.79% | $2,645,274.07 | 0.79% | 7,767.12 | Materials | United States | |
| 69888T20 | PARR US | Par Pacific Holdings Inc | 68,939 | $2,554,879.34 | 0.76% | $2,554,879.34 | 0.76% | 2,214.56 | Energy | United States | |
| 69478X10 | PPBI US | Pacific Premier Bancorp Inc | 105,900 | $2,541,600.00 | 0.76% | $2,541,600.00 | 0.76% | 2,300.71 | Financials | United States | |
| 01988P10 | MDRX US | Veradigm Inc | 324,642 | $2,499,743.40 | 0.75% | $2,499,743.40 | 0.75% | 841.30 | Health Care | United States | |
| 78573M10 | SABR US | Sabre Corp | 1,019,972 | $2,468,332.24 | 0.74% | $2,468,332.24 | 0.74% | 918.56 | Consumer Discretionary | United States | |
| 42345210 | HP US | Helmerich & Payne Inc | 58,169 | $2,446,588.14 | 0.73% | $2,446,588.14 | 0.73% | 4,156.65 | Energy | United States | |
| 92839U20 | VC US | Visteon Corp | 20,293 | $2,386,659.73 | 0.71% | $2,386,659.73 | 0.71% | 3,251.45 | Consumer Discretionary | United States | |
| 14686910 | CVNA US | Carvana Co | 26,038 | $2,289,000.58 | 0.68% | $2,289,000.58 | 0.68% | 10,222.15 | Consumer Discretionary | United States | |
| 47580P10 | JELD US | JELD-WEN Holding Inc | 107,487 | $2,281,949.01 | 0.68% | $2,281,949.01 | 0.68% | 1,816.73 | Industrials | United States | |
| 98581710 | YELP US | Yelp Inc | 56,196 | $2,214,122.40 | 0.66% | $2,214,122.40 | 0.66% | 2,713.24 | Communication Services | United States | |
| 68162K10 | ZEUS US | Olympic Steel Inc | 31,042 | $2,200,256.96 | 0.66% | $2,200,256.96 | 0.66% | 789.11 | Materials | United States | |
| 11135E20 | BNL US | Broadstone Net Lease Inc REIT | 140,219 | $2,197,231.73 | 0.66% | $2,197,231.73 | 0.66% | 2,941.37 | Real Estate | United States | |
| 21979810 | QDEL US | QuidelOrtho Corp | 44,088 | $2,113,578.72 | 0.63% | $2,113,578.72 | 0.63% | 3,204.76 | Health Care | United States | |
| 80105610 | SANM US | Sanmina Corp | 33,825 | $2,103,238.50 | 0.63% | $2,103,238.50 | 0.63% | 3,468.16 | Information Technology | United States | |
| 14178810 | CARG US | Cargurus Inc | 91,076 | $2,102,034.08 | 0.63% | $2,102,034.08 | 0.63% | 2,496.66 | Communication Services | United States | |
| 25960P10 | DEI US | Douglas Emmett Inc REIT | 151,243 | $2,097,740.41 | 0.63% | $2,097,740.41 | 0.63% | 2,321.17 | Real Estate | United States | |
| 33830710 | FIVN US | Five9 Inc | 33,590 | $2,086,274.90 | 0.62% | $2,086,274.90 | 0.62% | 4,554.32 | Information Technology | United States | |
| 78375410 | RYI US | Ryerson Holding Corp | 58,030 | $1,944,005.00 | 0.58% | $1,944,005.00 | 0.58% | 1,140.24 | Materials | United States | |
| 90268110 | UGI US | UGI Corp | 78,495 | $1,926,267.30 | 0.58% | $1,926,267.30 | 0.58% | 5,142.39 | Utilities | United States | |
| 71940510 | PLAB US | Photronics Inc | 67,731 | $1,918,141.92 | 0.57% | $1,918,141.92 | 0.57% | 1,794.18 | Information Technology | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 19,854 | $1,916,308.08 | 0.57% | $1,916,308.08 | 0.57% | 6,585.27 | Consumer Discretionary | United States | |
| 79956610 | SANA US | Sana Biotechnology Inc | 190,366 | $1,903,660.00 | 0.57% | $1,903,660.00 | 0.57% | 2,204.48 | Health Care | United States | |
| 05454020 | ACLS US | Axcelis Technologies Inc | 17,042 | $1,900,523.84 | 0.57% | $1,900,523.84 | 0.57% | 3,645.03 | Information Technology | United States | |
| 74319R10 | PRG US | PROG Holdings Inc | 52,918 | $1,822,495.92 | 0.54% | $1,822,495.92 | 0.54% | 1,504.64 | Financials | United States | |
| 12662P10 | CVI US | CVR Energy Inc | 50,917 | $1,815,700.22 | 0.54% | $1,815,700.22 | 0.54% | 3,584.94 | Energy | United States | |
| G0772R20 | NTB US | Bank of NT Butterfield & Son Ltd | 55,567 | $1,777,588.33 | 0.53% | $1,777,588.33 | 0.53% | 1,520.45 | Financials | Bermuda | |
| 83207R10 | SDHC US | Smith Douglas Homes Corp | 58,894 | $1,749,151.80 | 0.52% | $1,749,151.80 | 0.52% | 262.73 | Industrials | United States | |
| 98147510 | WKC US | World Kinect Corp | 65,756 | $1,739,246.20 | 0.52% | $1,739,246.20 | 0.52% | 1,582.97 | Energy | United States | |
| 42225T10 | HCAT US | Health Catalyst Inc | 224,403 | $1,689,754.59 | 0.50% | $1,689,754.59 | 0.50% | 440.98 | Health Care | United States | |
| 02267110 | AMAL US | Amalgamated Financial Corp | 69,947 | $1,678,728.00 | 0.50% | $1,678,728.00 | 0.50% | 732.23 | Financials | United States | |
| 20854L10 | CEIX US | CONSOL Energy Inc | 19,718 | $1,651,579.68 | 0.49% | $1,651,579.68 | 0.49% | 2,505.26 | Energy | United States | |
| 63938C10 | NAVI US | Navient Corp | 93,998 | $1,635,565.20 | 0.49% | $1,635,565.20 | 0.49% | 1,974.97 | Financials | United States | |
| 73650884 | POR US | Portland General Electric Co | 35,557 | $1,493,394.00 | 0.45% | $1,493,394.00 | 0.45% | 4,251.29 | Utilities | United States | |
| 59152020 | MEI US | Methode Electronics Inc | 119,784 | $1,458,969.12 | 0.44% | $1,458,969.12 | 0.44% | 432.13 | Information Technology | United States | |
| 36237H10 | GIII US | G-III Apparel Group Ltd | 50,168 | $1,455,373.68 | 0.43% | $1,455,373.68 | 0.43% | 1,326.51 | Consumer Discretionary | United States | |
| 98585N10 | YEXT US | Yext Inc | 230,449 | $1,389,607.47 | 0.41% | $1,389,607.47 | 0.41% | 752.95 | Information Technology | United States | |
| 98980B10 | ZIP US | ZipRecruiter Inc | 118,136 | $1,357,382.64 | 0.41% | $1,357,382.64 | 0.41% | 1,135.29 | Communication Services | United States | |
| 26484T10 | DNB US | Dun & Bradstreet Holdings Inc | 132,655 | $1,331,856.20 | 0.40% | $1,331,856.20 | 0.40% | 4,406.03 | Industrials | United States | |
| 67080M10 | NRIX US | Nurix Therapeutics Inc | 89,888 | $1,321,353.60 | 0.39% | $1,321,353.60 | 0.39% | 718.74 | Health Care | United States | |
| 36100810 | FNKO US | Funko Inc | 211,661 | $1,320,764.64 | 0.39% | $1,320,764.64 | 0.39% | 316.95 | Consumer Discretionary | United States | |
| 98888T10 | ZIMV US | Zimvie Inc | 78,962 | $1,302,083.38 | 0.39% | $1,302,083.38 | 0.39% | 446.61 | Health Care | United States | |
| 45073V10 | ITT US | ITT Corp | 9,275 | $1,261,678.25 | 0.38% | $1,261,678.25 | 0.38% | 11,168.06 | Industrials | United States | |
| 50157510 | KYMR US | Kymera Therapeutics Inc | 30,301 | $1,218,100.20 | 0.36% | $1,218,100.20 | 0.36% | 2,456.69 | Health Care | United States | |
| 11120U10 | BRX US | Brixmor Property Group Inc REIT | 51,227 | $1,201,273.15 | 0.36% | $1,201,273.15 | 0.36% | 7,065.31 | Real Estate | United States | |
| G5269C10 | KNSA US | Kiniksa Pharmaceuticals Ltd | 60,165 | $1,187,055.45 | 0.35% | $1,187,055.45 | 0.35% | 1,390.18 | Health Care | United States | |
| 03152W10 | FOLD US | Amicus Therapeutics Inc | 99,423 | $1,171,202.94 | 0.35% | $1,171,202.94 | 0.35% | 3,479.61 | Health Care | United States | |
| 30041R10 | EVER US | EverQuote Inc | 61,856 | $1,148,047.36 | 0.34% | $1,148,047.36 | 0.34% | 634.34 | Communication Services | United States | |
| G0176710 | ALKS US | Alkermes Plc | 42,225 | $1,143,030.75 | 0.34% | $1,143,030.75 | 0.34% | 4,522.75 | Health Care | United States | |
| 43128410 | HIW US | Highwoods Properties Inc REIT | 42,762 | $1,119,509.16 | 0.33% | $1,119,509.16 | 0.33% | 2,767.50 | Real Estate | United States | |
| 03969T10 | ARCT US | Arcturus Therapeutics Holdings Inc | 32,777 | $1,106,879.29 | 0.33% | $1,106,879.29 | 0.33% | 908.93 | Health Care | United States | |
| 00650F10 | ADPT US | Adaptive Biotechnologies Corp | 341,309 | $1,095,601.89 | 0.33% | $1,095,601.89 | 0.33% | 465.75 | Health Care | United States | |
| 60249610 | MDXG US | MiMedx Group Inc | 141,003 | $1,085,723.10 | 0.32% | $1,085,723.10 | 0.32% | 1,131.58 | Health Care | United States | |
| 03168L10 | AMRX US | Amneal Pharmaceuticals Inc | 176,786 | $1,071,323.16 | 0.32% | $1,071,323.16 | 0.32% | 1,869.84 | Health Care | United States | |
| G6331P10 | AOSL US | Alpha & Omega Semiconductor Ltd | 48,568 | $1,070,438.72 | 0.32% | $1,070,438.72 | 0.32% | 623.26 | Information Technology | United States | |
| G9087Q10 | TROX US | Tronox Holdings PLC | 61,465 | $1,066,417.75 | 0.32% | $1,066,417.75 | 0.32% | 2,720.38 | Materials | United States | |
| 45778Q10 | NSP US | Insperity Inc | 9,585 | $1,050,611.85 | 0.31% | $1,050,611.85 | 0.31% | 4,087.29 | Industrials | United States | |
| 98424110 | YMAB US | Y-mAbs Therapeutics Inc | 63,311 | $1,029,436.86 | 0.31% | $1,029,436.86 | 0.31% | 711.82 | Health Care | United States | |
| 92915B10 | VYGR US | Voyager Therapeutics Inc | 110,554 | $1,029,257.74 | 0.31% | $1,029,257.74 | 0.31% | 505.54 | Health Care | United States | |
| 67103X10 | OFG US | OFG Bancorp | 26,606 | $979,366.86 | 0.29% | $979,366.86 | 0.29% | 1,732.96 | Financials | United States | |
| 14888U10 | CPRX US | Catalyst Pharmaceuticals Inc | 61,342 | $977,791.48 | 0.29% | $977,791.48 | 0.29% | 1,878.74 | Health Care | United States | |
| 81617J30 | WTTR US | Select Water Solutions Inc | 103,667 | $956,846.41 | 0.29% | $956,846.41 | 0.29% | 943.06 | Energy | United States | |
| 31189P10 | FATE US | Fate Therapeutics Inc | 128,680 | $944,511.20 | 0.28% | $944,511.20 | 0.28% | 728.40 | Health Care | United States | |
| 30161Q10 | EXEL US | Exelixis Inc | 39,756 | $943,409.88 | 0.28% | $943,409.88 | 0.28% | 7,194.80 | Health Care | United States | |
| 64125C10 | NBIX US | Neurocrine Biosciences Inc | 6,838 | $943,096.96 | 0.28% | $943,096.96 | 0.28% | 13,724.07 | Health Care | United States | |
| 20034010 | CMA US | Comerica Inc | 17,004 | $935,049.96 | 0.28% | $935,049.96 | 0.28% | 7,285.61 | Financials | United States | |
| 03525510 | ANIK US | Anika Therapeutics Inc | 36,734 | $933,043.60 | 0.28% | $933,043.60 | 0.28% | 373.38 | Health Care | United States | |
| 14161W10 | CDLX US | Cardlytics Inc | 62,043 | $899,003.07 | 0.27% | $899,003.07 | 0.27% | 639.14 | Communication Services | United States | |
| 00422510 | ACAD US | ACADIA Pharmaceuticals Inc | 48,164 | $890,552.36 | 0.27% | $890,552.36 | 0.27% | 3,046.63 | Health Care | United States | |
| 72815L10 | PLTK US | Playtika Holding Corp | 125,128 | $882,152.40 | 0.26% | $882,152.40 | 0.26% | 2,613.07 | Communication Services | United States | |
| 55083R10 | LYEL US | Lyell Immunopharma Inc | 391,837 | $873,796.51 | 0.26% | $873,796.51 | 0.26% | 566.63 | Health Care | United States | |
| 00181T10 | AMRK US | A-Mark Precious Metals Inc | 28,037 | $860,455.53 | 0.26% | $860,455.53 | 0.26% | 702.83 | Financials | United States | |
| 03969F10 | RCUS US | Arcus Biosciences Inc | 44,813 | $846,069.44 | 0.25% | $846,069.44 | 0.25% | 1,715.53 | Health Care | United States | |
| 29460X10 | EQBK US | Equity Bancshares Inc | 24,518 | $842,683.66 | 0.25% | $842,683.66 | 0.25% | 530.81 | Financials | United States | |
| 46565G10 | ITOS US | iTeos Therapeutics Inc | 60,322 | $822,792.08 | 0.25% | $822,792.08 | 0.25% | 488.90 | Health Care | United States | |
| 90400D10 | RARE US | Ultragenyx Pharmaceutical Inc | 17,313 | $808,343.97 | 0.24% | $808,343.97 | 0.24% | 3,844.25 | Health Care | United States | |
| 01858110 | BFH US | Alliance Data Systems Corp | 21,205 | $789,674.20 | 0.24% | $789,674.20 | 0.24% | 1,840.56 | Financials | United States | |
| 22041X10 | CRSR US | Corsair Gaming Inc | 61,489 | $758,774.26 | 0.23% | $758,774.26 | 0.23% | 1,274.80 | Information Technology | United States | |
| 76674Q10 | RMNI US | Rimini Street Inc | 232,009 | $756,349.34 | 0.23% | $756,349.34 | 0.23% | 293.02 | Information Technology | United States | |
| 09739D10 | BCC US | Boise Cascade Holdings LLC | 4,897 | $751,052.89 | 0.22% | $751,052.89 | 0.22% | 6,067.85 | Industrials | United States | |
| 87918A10 | TDOC US | Teladoc Health Inc | 49,399 | $745,924.90 | 0.22% | $745,924.90 | 0.22% | 2,522.29 | Health Care | United States | |
| 83601L10 | SHC US | Sotera Health Co | 58,951 | $708,001.51 | 0.21% | $708,001.51 | 0.21% | 3,396.81 | Health Care | United States | |
| 46333X10 | IRWD US | Ironwood Pharmaceuticals Inc | 78,473 | $683,499.83 | 0.20% | $683,499.83 | 0.20% | 1,363.36 | Health Care | United States | |
| 63618010 | NFG US | National Fuel Gas Co | 12,348 | $663,334.56 | 0.20% | $663,334.56 | 0.20% | 4,949.10 | Utilities | United States | |
| 35138V10 | FOXF US | Fox Factory Holding Corp | 12,584 | $655,248.88 | 0.20% | $655,248.88 | 0.20% | 2,184.54 | Consumer Discretionary | United States | |
| 23204G10 | CUBI US | Customers Bancorp Inc | 11,949 | $634,013.94 | 0.19% | $634,013.94 | 0.19% | 1,670.59 | Financials | United States | |
| 12803020 | CALM US | Cal-Maine Foods Inc | 10,649 | $626,693.65 | 0.19% | $626,693.65 | 0.19% | 2,882.65 | Consumer Staples | United States | |
| 68621F10 | ORGO US | Organogenesis Holdings Inc | 207,798 | $590,146.32 | 0.18% | $590,146.32 | 0.18% | 374.78 | Health Care | United States | |
| 69553P10 | PD US | PagerDuty Inc | 24,386 | $553,074.48 | 0.17% | $553,074.48 | 0.17% | 2,103.61 | Information Technology | United States | |
| 01444210 | ALEC US | Alector Inc | 86,979 | $523,613.58 | 0.16% | $523,613.58 | 0.16% | 576.41 | Health Care | United States | |
| 12685J10 | CABO US | Cable One Inc | 1,131 | $478,560.03 | 0.14% | $478,560.03 | 0.14% | 2,377.61 | Communication Services | United States | |
| 55609910 | MGNX US | MacroGenics Inc | 32,152 | $473,277.44 | 0.14% | $473,277.44 | 0.14% | 919.00 | Health Care | United States | |
| 00449810 | ACIW US | ACI Worldwide Inc | 13,802 | $458,364.42 | 0.14% | $458,364.42 | 0.14% | 3,589.27 | Information Technology | United States | |
| 92165910 | VNDA US | Vanda Pharmaceuticals Inc | 108,672 | $446,641.92 | 0.13% | $446,641.92 | 0.13% | 236.48 | Health Care | United States | |
| 48716P10 | KRNY US | Kearny Financial Corp/MD | 63,130 | $406,557.20 | 0.12% | $406,557.20 | 0.12% | 414.97 | Financials | United States | |
| 42226A10 | HQY US | HealthEquity Inc | 4,971 | $405,782.73 | 0.12% | $405,782.73 | 0.12% | 7,033.13 | Health Care | United States | |
| G4412G10 | HLF US | Herbalife Ltd | 32,099 | $322,594.95 | 0.10% | $322,594.95 | 0.10% | 997.58 | Consumer Staples | United States | |
| 88830M10 | TWI US | Titan International Inc | 25,455 | $317,169.30 | 0.09% | $317,169.30 | 0.09% | 904.19 | Industrials | United States | |
| 85225A10 | SQSP US | Squarespace Inc | 8,683 | $316,408.52 | 0.09% | $316,408.52 | 0.09% | 4,970.05 | Information Technology | United States | |
| 00486H10 | ADTN US | ADTRAN Holdings Inc | 55,000 | $299,200.00 | 0.09% | $299,200.00 | 0.09% | 428.12 | Information Technology | United States | |
| 90184D10 | TWST US | Twist Bioscience Corp | 7,147 | $245,213.57 | 0.07% | $245,213.57 | 0.07% | 1,983.74 | Health Care | United States | |
| 55305B10 | MHO US | M/I Homes Inc | 1,660 | $226,241.40 | 0.07% | $226,241.40 | 0.07% | 3,789.80 | Consumer Discretionary | United States | |
| 92942W10 | KLG US | WK Kellogg Co | 11,119 | $209,037.20 | 0.06% | $209,037.20 | 0.06% | 1,613.28 | Consumer Staples | United States | |
| 80688210 | RDUS US | Radius Recycling Inc | 9,259 | $195,642.67 | 0.06% | $195,642.67 | 0.06% | 588.75 | Materials | United States | |
| 50015M10 | KOD US | Kodiak Sciences Inc | 36,872 | $193,946.72 | 0.06% | $193,946.72 | 0.06% | 276.00 | Health Care | United States | |
| 46222210 | IONS US | Ionis Pharmaceuticals Inc | 4,447 | $192,777.45 | 0.06% | $192,777.45 | 0.06% | 6,318.34 | Health Care | United States | |
| 19249H10 | CHRS US | Coherus Biosciences Inc | 78,234 | $186,979.26 | 0.06% | $186,979.26 | 0.06% | 269.39 | Health Care | United States | |
| 00258W10 | AAN US | Aaron's Co Inc | 24,482 | $183,615.00 | 0.05% | $183,615.00 | 0.05% | 236.13 | Consumer Discretionary | United States | |
| 29357K10 | ENVA US | Enova International Inc | 2,819 | $177,117.77 | 0.05% | $177,117.77 | 0.05% | 1,827.66 | Financials | United States | |
| 03416410 | ANDE US | Andersons Inc | 3,036 | $174,175.32 | 0.05% | $174,175.32 | 0.05% | 1,940.96 | Consumer Staples | United States | |
| 04914Y10 | ATLC US | Atlanticus Holdings Corp | 5,707 | $168,870.13 | 0.05% | $168,870.13 | 0.05% | 432.41 | Financials | United States | |
| 07734730 | BELFB US | Bel Fuse Inc | 2,749 | $165,792.19 | 0.05% | $165,792.19 | 0.05% | 770.34 | Information Technology | United States | |
| 62855J10 | MYGN US | Myriad Genetics Inc | 6,859 | $146,233.88 | 0.04% | $146,233.88 | 0.04% | 1,916.67 | Health Care | United States | |
| 58470H10 | MED US | Medifast Inc | 3,486 | $133,583.52 | 0.04% | $133,583.52 | 0.04% | 417.53 | Consumer Staples | United States | |
| 67802610 | OIS US | Oil States International Inc | 18,017 | $110,984.72 | 0.03% | $110,984.72 | 0.03% | 391.67 | Energy | United States | |
| 80067710 | SGMO US | Sangamo Therapeutics Inc | 152,863 | $102,448.78 | 0.03% | $102,448.78 | 0.03% | 136.50 | Health Care | United States | |
| 92640010 | VSCO US | Victoria's Secret & Co | 5,243 | $101,609.34 | 0.03% | $101,609.34 | 0.03% | 1,511.64 | Consumer Discretionary | United States | |
| CASH | CASH | Cash & Cash Equivalents | - | $2,905,829.31 | 0.87% | $2,905,829.31 | 0.87% | - | - | - | |
*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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