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 02-29-24)
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
26856L10 ELF US elf Beauty Inc 32,769 $6,833,319.57 2.10% $6,833,319.57 2.10% 11,574.86 Consumer Staples United States
42226A10 HQY US HealthEquity Inc 66,659 $5,506,699.99 1.69% $5,506,699.99 1.69% 7,088.03 Health Care United States
83056610 SKX US Skechers U.S.A. Inc 85,037 $5,256,136.97 1.61% $5,256,136.97 1.61% 9,516.27 Consumer Discretionary United States
89628810 TNET US TriNet Group Inc 39,742 $5,087,373.42 1.56% $5,087,373.42 1.56% 6,485.50 Industrials United States
38526M10 LOPE US Grand Canyon Education Inc 37,329 $5,031,949.20 1.54% $5,031,949.20 1.54% 4,046.51 Consumer Discretionary United States
74112D10 PBH US Prestige Brands Holdings Inc 72,317 $5,031,816.86 1.54% $5,031,816.86 1.54% 3,454.60 Health Care United States
92343X10 VRNT US Verint Systems Inc 154,608 $4,887,158.88 1.50% $4,887,158.88 1.50% 2,006.13 Information Technology United States
00187Y10 APG US API Group Corp 132,362 $4,639,288.10 1.42% $4,639,288.10 1.42% 8,547.17 Industrials United States
N1450610 ESTC US Elastic NV 33,318 $4,458,281.58 1.37% $4,458,281.58 1.37% 13,331.56 Information Technology United States
28618M10 ESI US Element Solutions Inc 188,906 $4,439,291.00 1.36% $4,439,291.00 1.36% 5,686.85 Materials United States
87652V10 TASK US TaskUS Inc 329,164 $4,387,756.12 1.35% $4,387,756.12 1.35% 1,207.12 Industrials United States
75875010 RRX US Regal Rexnord Corp 25,425 $4,360,133.25 1.34% $4,360,133.25 1.34% 11,391.16 Industrials United States
75342210 RPD US Rapid7 Inc 74,195 $4,346,343.10 1.33% $4,346,343.10 1.33% 3,631.13 Information Technology United States
29261A10 EHC US Encompass Health Corp 57,562 $4,282,612.80 1.31% $4,282,612.80 1.31% 7,462.32 Health Care United States
05478C10 AZEK US AZEK Co Inc 88,736 $4,269,088.96 1.31% $4,269,088.96 1.31% 7,015.69 Industrials United States
78442P10 SLM US SLM Corp 204,907 $4,268,212.81 1.31% $4,268,212.81 1.31% 4,589.88 Financials United States
97650W10 WTFC US Wintrust Financial Corp 42,516 $4,096,416.60 1.26% $4,096,416.60 1.26% 5,900.86 Financials United States
78709Y10 SAIA US Saia Inc 7,088 $4,078,435.20 1.25% $4,078,435.20 1.25% 15,298.26 Industrials United States
88738910 TKR US Timken Co 47,676 $4,004,307.24 1.23% $4,004,307.24 1.23% 5,925.58 Industrials United States
36251C10 GMS US GMS Inc 43,966 $3,926,603.46 1.21% $3,926,603.46 1.21% 3,561.77 Industrials United States
15872M10 CHX US ChampionX Corp 123,569 $3,838,053.14 1.18% $3,838,053.14 1.18% 5,936.65 Energy United States
14915010 CATY US Cathay General Bancorp 97,750 $3,817,137.50 1.17% $3,817,137.50 1.17% 2,837.72 Financials United States
00797310 AEIS US Advanced Energy Industries Inc 37,545 $3,799,554.00 1.17% $3,799,554.00 1.17% 3,777.27 Information Technology United States
04247X10 AWI US Armstrong World Industries Inc 30,636 $3,695,007.96 1.13% $3,695,007.96 1.13% 5,295.02 Industrials United States
82691910 SLAB US Silicon Laboratories Inc 26,819 $3,688,685.26 1.13% $3,688,685.26 1.13% 4,388.17 Information Technology United States
G4863A10 IGT US International Game Technology PLC 133,743 $3,633,797.31 1.12% $3,633,797.31 1.12% 5,447.10 Consumer Discretionary United States
88224Q10 TCBI US Texas Capital Bancshares Inc 61,825 $3,626,036.25 1.11% $3,626,036.25 1.11% 2,780.56 Financials United States
10316T10 BOX US Box Inc 138,420 $3,569,851.80 1.10% $3,569,851.80 1.10% 3,712.32 Information Technology United States
65122910 NWL US Newell Brands Inc 467,349 $3,505,117.50 1.08% $3,505,117.50 1.08% 3,107.25 Consumer Discretionary United States
72019020 PDM US Piedmont Office Realty Trust Inc REIT 554,071 $3,474,025.17 1.07% $3,474,025.17 1.07% 776.23 Real Estate United States
29210410 ESRT US Empire State Realty Trust Inc REIT 343,345 $3,423,149.65 1.05% $3,423,149.65 1.05% 1,625.57 Real Estate United States
72913210 PLXS US Plexus Corp 35,907 $3,389,620.80 1.04% $3,389,620.80 1.04% 2,606.54 Information Technology United States
12008R10 BLDR US Builders FirstSource Inc 17,344 $3,385,201.92 1.04% $3,385,201.92 1.04% 23,800.26 Industrials United States
92908910 VOYA US Voya Financial Inc 49,088 $3,355,655.68 1.03% $3,355,655.68 1.03% 7,041.08 Financials United States
68622V10 OGN US Organon & Co 186,892 $3,253,789.72 1.00% $3,253,789.72 1.00% 4,450.66 Health Care United States
12719030 CACI US CACI International Inc 8,471 $3,175,354.35 0.98% $3,175,354.35 0.98% 8,353.57 Industrials United States
62955J10 NOV US NOV Inc 186,450 $3,151,005.00 0.97% $3,151,005.00 0.97% 6,658.66 Energy United States
91704710 URBN US Urban Outfitters Inc 75,770 $3,148,243.50 0.97% $3,148,243.50 0.97% 3,855.34 Consumer Discretionary United States
34354P10 FLS US Flowserve Corp 71,139 $3,010,602.48 0.92% $3,010,602.48 0.92% 5,553.52 Industrials United States
67059N10 NTNX US Nutanix Inc 47,622 $3,007,805.52 0.92% $3,007,805.52 0.92% 15,351.16 Information Technology United States
87546510 SKT US Tanger Inc REIT 102,394 $2,949,971.14 0.91% $2,949,971.14 0.91% 3,137.90 Real Estate United States
27579R10 EWBC US East West Bancorp Inc 40,458 $2,947,769.88 0.91% $2,947,769.88 0.91% 10,268.17 Financials United States
74952710 REVG US REV Group Inc 141,119 $2,912,696.16 0.89% $2,912,696.16 0.89% 1,234.28 Industrials United States
Y8565N30 TNK US Teekay Tankers Ltd 52,898 $2,899,868.36 0.89% $2,899,868.36 0.89% 1,868.98 Energy Canada
19723610 COLB US Columbia Banking System Inc 159,422 $2,885,538.20 0.89% $2,885,538.20 0.89% 3,776.12 Financials United States
05990K10 BANC US Banc of California Inc 193,758 $2,834,679.54 0.87% $2,834,679.54 0.87% 2,471.77 Financials United States
09624H20 BXC US BlueLinx Holdings Inc 21,783 $2,763,173.55 0.85% $2,763,173.55 0.85% 1,097.26 Industrials United States
29415F10 NVST US Envista Holdings Corp 131,140 $2,708,041.00 0.83% $2,708,041.00 0.83% 3,542.51 Health Care United States
78573M10 SABR US Sabre Corp 1,012,244 $2,682,446.60 0.82% $2,682,446.60 0.82% 1,005.86 Consumer Discretionary United States
46817M10 JXN US Jackson Financial Inc 48,079 $2,646,748.95 0.81% $2,646,748.95 0.81% 4,376.48 Financials United States
05368V10 AVNT US Avient Corp 64,623 $2,615,939.04 0.80% $2,615,939.04 0.80% 3,690.94 Materials United States
41086710 THG US Hanover Insurance Group Inc 19,731 $2,594,034.57 0.80% $2,594,034.57 0.80% 4,709.39 Financials United States
85254J10 STAG US STAG Industrial Inc REIT 69,286 $2,573,282.04 0.79% $2,573,282.04 0.79% 6,751.43 Real Estate United States
59152020 MEI US Methode Electronics Inc 118,876 $2,532,058.80 0.78% $2,532,058.80 0.78% 760.13 Information Technology United States
86614U10 SUM US Summit Materials Inc 58,901 $2,515,661.71 0.77% $2,515,661.71 0.77% 7,442.98 Materials United States
16385110 CC US Chemours Co 126,256 $2,483,455.52 0.76% $2,483,455.52 0.76% 2,919.78 Materials United States
69888T20 PARR US Par Pacific Holdings Inc 68,417 $2,471,222.04 0.76% $2,471,222.04 0.76% 2,185.91 Energy United States
69478X10 PPBI US Pacific Premier Bancorp Inc 105,098 $2,402,540.28 0.74% $2,402,540.28 0.74% 2,191.43 Financials United States
92839U20 VC US Visteon Corp 20,139 $2,278,123.68 0.70% $2,278,123.68 0.70% 3,127.32 Consumer Discretionary United States
83207R10 SDHC US Smith Douglas Homes Corp 77,695 $2,240,723.80 0.69% $2,240,723.80 0.69% 255.12 Industrials United States
42345210 HP US Helmerich & Payne Inc 57,728 $2,216,177.92 0.68% $2,216,177.92 0.68% 3,793.95 Energy United States
G2717B10 CWK US Cushman & Wakefield PLC 215,297 $2,150,817.03 0.66% $2,150,817.03 0.66% 2,271.03 Real Estate United States
98581710 YELP US Yelp Inc 55,770 $2,143,798.80 0.66% $2,143,798.80 0.66% 2,650.90 Communication Services United States
73650884 POR US Portland General Electric Co 53,110 $2,133,428.70 0.66% $2,133,428.70 0.66% 4,063.69 Utilities United States
68162K10 ZEUS US Olympic Steel Inc 30,807 $2,095,492.14 0.64% $2,095,492.14 0.64% 757.27 Materials United States
47580P10 JELD US JELD-WEN Holding Inc 114,698 $2,087,503.60 0.64% $2,087,503.60 0.64% 1,557.44 Industrials United States
11135E20 BNL US Broadstone Net Lease Inc REIT 139,157 $2,074,830.87 0.64% $2,074,830.87 0.64% 2,798.71 Real Estate United States
14178810 CARG US Cargurus Inc 90,386 $2,001,146.04 0.61% $2,001,146.04 0.61% 2,394.97 Communication Services United States
21979810 QDEL US QuidelOrtho Corp 43,754 $1,995,182.40 0.61% $1,995,182.40 0.61% 3,046.93 Health Care United States
71940510 PLAB US Photronics Inc 67,218 $1,935,206.22 0.59% $1,935,206.22 0.59% 1,802.40 Information Technology United States
90268110 UGI US UGI Corp 77,900 $1,906,992.00 0.59% $1,906,992.00 0.59% 5,129.82 Utilities United States
79956610 SANA US Sana Biotechnology Inc 188,924 $1,896,796.96 0.58% $1,896,796.96 0.58% 2,152.64 Health Care United States
78375410 RYI US Ryerson Holding Corp 57,590 $1,818,692.20 0.56% $1,818,692.20 0.56% 1,074.89 Materials United States
25960P10 DEI US Douglas Emmett Inc REIT 136,381 $1,802,956.82 0.55% $1,802,956.82 0.55% 2,212.39 Real Estate United States
11704310 BC US Brunswick Corp/DE 19,704 $1,722,129.60 0.53% $1,722,129.60 0.53% 5,963.04 Consumer Discretionary United States
20854L10 CEIX US CONSOL Energy Inc 19,569 $1,679,411.58 0.52% $1,679,411.58 0.52% 2,566.88 Energy United States
12662P10 CVI US CVR Energy Inc 50,531 $1,676,618.58 0.51% $1,676,618.58 0.51% 3,335.62 Energy United States
42225T10 HCAT US Health Catalyst Inc 199,965 $1,663,708.80 0.51% $1,663,708.80 0.51% 487.24 Health Care United States
36237H10 GIII US G-III Apparel Group Ltd 49,788 $1,656,446.76 0.51% $1,656,446.76 0.51% 1,521.36 Consumer Discretionary United States
G0772R20 NTB US Bank of NT Butterfield & Son Ltd 55,146 $1,648,313.94 0.51% $1,648,313.94 0.51% 1,420.64 Financials Bermuda
74319R10 PRG US PROG Holdings Inc 52,517 $1,621,199.79 0.50% $1,621,199.79 0.50% 1,348.67 Financials United States
02267110 AMAL US Amalgamated Financial Corp 69,417 $1,602,144.36 0.49% $1,602,144.36 0.49% 702.28 Financials United States
98147510 WKC US World Kinect Corp 65,258 $1,589,684.88 0.49% $1,589,684.88 0.49% 1,457.89 Energy United States
81617J30 WTTR US Select Water Solutions Inc 179,811 $1,535,585.94 0.47% $1,535,585.94 0.47% 872.56 Energy United States
63938C10 NAVI US Navient Corp 93,286 $1,516,830.36 0.47% $1,516,830.36 0.47% 1,853.64 Financials United States
45778Q10 NSP US Insperity Inc 14,778 $1,504,252.62 0.46% $1,504,252.62 0.46% 3,795.69 Industrials United States
98980B10 ZIP US ZipRecruiter Inc 117,241 $1,491,305.52 0.46% $1,491,305.52 0.46% 1,256.82 Communication Services United States
36100810 FNKO US Funko Inc 210,057 $1,478,801.28 0.45% $1,478,801.28 0.45% 354.85 Consumer Discretionary United States
00650F10 ADPT US Adaptive Biotechnologies Corp 338,723 $1,392,151.53 0.43% $1,392,151.53 0.43% 596.29 Health Care United States
26484T10 DNB US Dun & Bradstreet Holdings Inc 131,650 $1,387,591.00 0.43% $1,387,591.00 0.43% 4,625.46 Industrials United States
67080M10 NRIX US Nurix Therapeutics Inc 112,184 $1,385,472.40 0.43% $1,385,472.40 0.43% 603.84 Health Care United States
98585N10 YEXT US Yext Inc 228,703 $1,353,921.76 0.42% $1,353,921.76 0.42% 734.51 Information Technology United States
23204G10 CUBI US Customers Bancorp Inc 24,913 $1,353,025.03 0.42% $1,353,025.03 0.42% 1,707.56 Financials United States
98888T10 ZIMV US Zimvie Inc 78,364 $1,328,269.80 0.41% $1,328,269.80 0.41% 449.79 Health Care United States
74036740 PFBC US Preferred Bank/Los Angeles CA 18,203 $1,307,885.55 0.40% $1,307,885.55 0.40% 1,070.71 Financials United States
50157510 KYMR US Kymera Therapeutics Inc 30,071 $1,284,031.70 0.39% $1,284,031.70 0.39% 2,609.47 Health Care United States
27876810 SATS US EchoStar Corp 97,682 $1,280,611.02 0.39% $1,280,611.02 0.39% 1,836.23 Communication Services United States
03152W10 FOLD US Amicus Therapeutics Inc 98,670 $1,264,949.40 0.39% $1,264,949.40 0.39% 3,763.88 Health Care United States
G5269C10 KNSA US Kiniksa Pharmaceuticals Ltd 59,709 $1,262,248.26 0.39% $1,262,248.26 0.39% 1,486.50 Health Care United States
03969T10 ARCT US Arcturus Therapeutics Holdings Inc 32,529 $1,260,824.04 0.39% $1,260,824.04 0.39% 1,035.80 Health Care United States
G0176710 ALKS US Alkermes Plc 41,905 $1,244,159.45 0.38% $1,244,159.45 0.38% 4,960.49 Health Care United States
09739D10 BCC US Boise Cascade Holdings LLC 8,837 $1,201,036.67 0.37% $1,201,036.67 0.37% 5,373.88 Industrials United States
45073V10 ITT US ITT Corp 9,205 $1,161,118.70 0.36% $1,161,118.70 0.36% 10,356.09 Industrials United States
11120U10 BRX US Brixmor Property Group Inc REIT 50,839 $1,149,469.79 0.35% $1,149,469.79 0.35% 6,812.22 Real Estate United States
60249610 MDXG US MiMedx Group Inc 139,935 $1,141,869.60 0.35% $1,141,869.60 0.35% 949.63 Health Care United States
00422510 ACAD US ACADIA Pharmaceuticals Inc 47,799 $1,110,848.76 0.34% $1,110,848.76 0.34% 3,815.55 Health Care United States
G6331P10 AOSL US Alpha & Omega Semiconductor Ltd 48,200 $1,055,580.00 0.32% $1,055,580.00 0.32% 619.30 Information Technology United States
98424110 YMAB US Y-mAbs Therapeutics Inc 62,831 $1,049,277.70 0.32% $1,049,277.70 0.32% 728.49 Health Care United States
26815820 DVAX US Dynavax Technologies Corp 80,158 $1,015,601.86 0.31% $1,015,601.86 0.31% 1,654.89 Health Care United States
14888U10 CPRX US Catalyst Pharmaceuticals Inc 60,877 $975,858.31 0.30% $975,858.31 0.30% 1,724.26 Health Care United States
03168L10 AMRX US Amneal Pharmaceuticals Inc 175,447 $968,467.44 0.30% $968,467.44 0.30% 1,692.12 Health Care United States
67103X10 OFG US OFG Bancorp 26,404 $956,352.88 0.29% $956,352.88 0.29% 1,705.19 Financials United States
72815L10 PLTK US Playtika Holding Corp 124,180 $920,173.80 0.28% $920,173.80 0.28% 2,746.51 Communication Services United States
92915B10 VYGR US Voyager Therapeutics Inc 109,716 $912,837.12 0.28% $912,837.12 0.28% 383.94 Health Care United States
G9087Q10 TROX US Tronox Holdings PLC 60,999 $896,685.30 0.28% $896,685.30 0.28% 2,304.87 Materials United States
33830710 FIVN US Five9 Inc 14,619 $891,759.00 0.27% $891,759.00 0.27% 4,472.92 Information Technology United States
12803020 CALM US Cal-Maine Foods Inc 15,484 $890,175.16 0.27% $890,175.16 0.27% 2,816.03 Consumer Staples United States
90400D10 RARE US Ultragenyx Pharmaceutical Inc 17,182 $888,653.04 0.27% $888,653.04 0.27% 4,258.40 Health Care United States
03525510 ANIK US Anika Therapeutics Inc 36,456 $885,151.68 0.27% $885,151.68 0.27% 355.48 Health Care United States
64125C10 NBIX US Neurocrine Biosciences Inc 6,786 $884,894.40 0.27% $884,894.40 0.27% 12,975.78 Health Care United States
83601L10 SHC US Sotera Health Co 58,504 $878,145.04 0.27% $878,145.04 0.27% 4,245.31 Health Care United States
30161Q10 EXEL US Exelixis Inc 39,455 $864,064.50 0.27% $864,064.50 0.27% 6,639.95 Health Care United States
03969F10 RCUS US Arcus Biosciences Inc 44,473 $850,768.49 0.26% $850,768.49 0.26% 1,738.24 Health Care United States
20034010 CMA US Comerica Inc 16,875 $833,287.50 0.26% $833,287.50 0.26% 6,513.12 Financials United States
29460X10 EQBK US Equity Bancshares Inc 24,332 $774,487.56 0.24% $774,487.56 0.24% 491.08 Financials United States
14686910 CVNA US Carvana Co 9,898 $751,555.14 0.23% $751,555.14 0.23% 8,829.12 Consumer Discretionary United States
76674Q10 RMNI US Rimini Street Inc 230,251 $743,710.73 0.23% $743,710.73 0.23% 288.73 Information Technology United States
68621F10 ORGO US Organogenesis Holdings Inc 206,224 $736,219.68 0.23% $736,219.68 0.23% 471.39 Health Care United States
46333X10 IRWD US Ironwood Pharmaceuticals Inc 77,878 $734,389.54 0.23% $734,389.54 0.23% 1,476.07 Health Care United States
00181T10 AMRK US A-Mark Precious Metals Inc 27,825 $714,824.25 0.22% $714,824.25 0.22% 588.33 Financials United States
55083R10 LYEL US Lyell Immunopharma Inc 236,865 $691,645.80 0.21% $691,645.80 0.21% 735.46 Health Care United States
80105610 SANM US Sanmina Corp 10,153 $641,669.60 0.20% $641,669.60 0.20% 3,525.05 Information Technology United States
46565G10 ITOS US iTeos Therapeutics Inc 59,865 $641,154.15 0.20% $641,154.15 0.20% 383.26 Health Care United States
35138V10 FOXF US Fox Factory Holding Corp 12,489 $631,818.51 0.19% $631,818.51 0.19% 2,122.45 Consumer Discretionary United States
01444210 ALEC US Alector Inc 86,320 $601,650.40 0.18% $601,650.40 0.18% 667.37 Health Care United States
63618010 NFG US National Fuel Gas Co 12,254 $597,259.96 0.18% $597,259.96 0.18% 4,490.30 Utilities United States
69553P10 PD US PagerDuty Inc 24,201 $584,696.16 0.18% $584,696.16 0.18% 2,220.12 Information Technology United States
55609910 MGNX US MacroGenics Inc 31,908 $572,429.52 0.18% $572,429.52 0.18% 1,112.81 Health Care United States
12685J10 CABO US Cable One Inc 1,122 $511,632.00 0.16% $511,632.00 0.16% 2,562.31 Communication Services United States
14161W10 CDLX US Cardlytics Inc 61,573 $510,440.17 0.16% $510,440.17 0.16% 325.42 Communication Services United States
92165910 VNDA US Vanda Pharmaceuticals Inc 107,849 $482,085.03 0.15% $482,085.03 0.15% 257.19 Health Care United States
00449810 ACIW US ACI Worldwide Inc 13,697 $450,768.27 0.14% $450,768.27 0.14% 3,578.07 Information Technology United States
36831E10 GCMG US GCM Grosvenor Inc 39,399 $333,709.53 0.10% $333,709.53 0.10% 364.12 Financials United States
88830M10 TWI US Titan International Inc 25,262 $322,343.12 0.10% $322,343.12 0.10% 789.71 Industrials United States
00486H10 ADTN US ADTRAN Holdings Inc 54,583 $310,577.27 0.10% $310,577.27 0.10% 447.80 Information Technology United States
71844V20 PECO US Phillips Edison & Co Inc REIT 8,157 $291,368.04 0.09% $291,368.04 0.09% 4,364.98 Real Estate United States
85225A10 SQSP US Squarespace Inc 8,617 $286,773.76 0.09% $286,773.76 0.09% 4,525.05 Information Technology United States
G4412G10 HLF US Herbalife Ltd 31,856 $281,288.48 0.09% $281,288.48 0.09% 876.48 Consumer Staples United States
01988P10 MDRX US Veradigm Inc 38,401 $230,021.99 0.07% $230,021.99 0.07% 654.47 Health Care United States
06417N10 OZK US Bank OZK 4,858 $212,780.40 0.07% $212,780.40 0.07% 5,040.51 Financials United States
55305B10 MHO US M/I Homes Inc 1,647 $209,152.53 0.06% $209,152.53 0.06% 3,531.20 Consumer Discretionary United States
09075A10 BVS US Bioventus Inc 43,596 $201,849.48 0.06% $201,849.48 0.06% 291.53 Health Care United States
46222210 IONS US Ionis Pharmaceuticals Inc 4,413 $199,511.73 0.06% $199,511.73 0.06% 6,589.44 Health Care United States
00258W10 AAN US Aaron's Co Inc 24,297 $188,301.75 0.06% $188,301.75 0.06% 235.30 Consumer Discretionary United States
04914Y10 ATLC US Atlanticus Holdings Corp 5,664 $187,761.60 0.06% $187,761.60 0.06% 485.68 Financials United States
80688210 RDUS US Radius Recycling Inc 9,189 $181,574.64 0.06% $181,574.64 0.06% 550.57 Materials United States
19249H10 CHRS US Coherus Biosciences Inc 77,641 $177,021.48 0.05% $177,021.48 0.05% 253.91 Health Care United States
29357K10 ENVA US Enova International Inc 2,798 $176,973.50 0.05% $176,973.50 0.05% 1,839.88 Financials United States
80067710 SGMO US Sangamo Therapeutics Inc 151,705 $175,977.80 0.05% $175,977.80 0.05% 205.72 Health Care United States
03416410 ANDE US Andersons Inc 3,013 $166,558.64 0.05% $166,558.64 0.05% 1,870.25 Consumer Staples United States
92942W10 KLG US WK Kellogg Co 11,035 $161,552.40 0.05% $161,552.40 0.05% 1,256.30 Consumer Staples United States
84489510 SWX US Southwest Gas Holdings Inc 2,367 $161,311.05 0.05% $161,311.05 0.05% 4,874.16 Utilities United States
92640010 VSCO US Victoria's Secret & Co 5,203 $148,597.68 0.05% $148,597.68 0.05% 2,211.54 Consumer Discretionary United States
14575E10 CARS US Cars.com Inc 7,811 $143,253.74 0.04% $143,253.74 0.04% 1,209.14 Communication Services United States
62855J10 MYGN US Myriad Genetics Inc 6,807 $142,470.51 0.04% $142,470.51 0.04% 1,881.61 Health Care United States
42234Q10 HTLF US Heartland Financial USA Inc 4,180 $142,120.00 0.04% $142,120.00 0.04% 1,451.43 Financials United States
58470H10 MED US Medifast Inc 3,460 $138,711.40 0.04% $138,711.40 0.04% 436.82 Consumer Staples United States
67802610 OIS US Oil States International Inc 17,880 $96,373.20 0.03% $96,373.20 0.03% 344.36 Energy United States
CASH CASH Cash & Cash Equivalents - $3,837,562.04 1.18% $3,837,562.04 1.18% - - -

*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.

 

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.
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., 111 Huntington Avenue, Boston, MA 02199.
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