Full & Historical Holdings
New Discovery Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 11-30-25)
|
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 | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | $75,252,528.84 | 3.57% | $74,988,730.50 | - | - | Unclassified | United States | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 235,818 | $49,825,985.22 | 2.36% | $49,802,403.42 | 2.36% | 7,971.47 | Information Technology | United States | |
| 53220K50 | LGND US | Ligand Pharmaceuticals Inc | 240,630 | $48,891,203.40 | 2.32% | $48,891,203.40 | 2.32% | 3,998.93 | Health Care | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 408,652 | $43,836,100.04 | 2.08% | $43,836,100.04 | 2.08% | 17,309.09 | Industrials | United States | |
| 09073M10 | TECH US | Techne Corp | 627,645 | $40,489,378.95 | 1.92% | $40,489,378.95 | 1.92% | 10,051.48 | Health Care | United States | |
| M6191J10 | FROG US | JFrog Ltd | 662,069 | $40,372,967.62 | 1.91% | $40,372,967.62 | 1.91% | 7,214.72 | Information Technology | United States | |
| 34354P10 | FLS US | Flowserve Corp | 476,389 | $33,990,355.15 | 1.61% | $33,990,355.15 | 1.61% | 9,131.09 | Industrials | United States | |
| 82846H40 | QXO US | QXO Inc | 1,778,105 | $33,303,906.65 | 1.58% | $33,303,906.65 | 1.58% | 12,631.36 | Industrials | United States | |
| 60782810 | MOD US | Modine Manufacturing Co | 203,273 | $32,956,651.49 | 1.56% | $32,956,651.49 | 1.56% | 8,544.25 | Industrials | United States | |
| 55405Y10 | MTSI US | MACOM Technology Solutions Holdings Inc | 187,911 | $32,882,545.89 | 1.56% | $32,882,545.89 | 1.56% | 13,112.52 | Information Technology | United States | |
| 80810D10 | SDGR US | Schrodinger Inc/United States | 1,653,720 | $29,039,323.20 | 1.38% | $29,039,323.20 | 1.38% | 1,293.01 | Health Care | United States | |
| 89055F10 | BLD US | TopBuild Corp | 62,950 | $28,484,875.00 | 1.35% | $28,484,875.00 | 1.35% | 12,720.23 | Consumer Discretionary | United States | |
| 34637510 | FORM US | FormFactor Inc | 513,599 | $28,258,216.98 | 1.34% | $28,258,216.98 | 1.34% | 4,264.99 | Information Technology | United States | |
| G3934V10 | GENI US | Genius Sports Ltd | 2,765,100 | $27,844,557.00 | 1.32% | $27,844,557.00 | 1.32% | 2,403.89 | Consumer Discretionary | United Kingdom | |
| 74164F10 | PRIM US | Primoris Services Corp | 217,040 | $27,468,582.40 | 1.30% | $27,468,582.40 | 1.30% | 6,838.33 | Industrials | United States | |
| 53700810 | LFUS US | Littelfuse Inc | 106,274 | $27,287,974.98 | 1.29% | $27,208,269.48 | 1.29% | 6,375.33 | Information Technology | United States | |
| 88146M10 | TRNO US | Terreno Realty Corp REIT | 431,089 | $27,068,078.31 | 1.28% | $27,068,078.31 | 1.28% | 6,492.19 | Real Estate | United States | |
| 49889410 | KNF US | Knife River Corp | 356,960 | $26,714,886.40 | 1.27% | $26,714,886.40 | 1.27% | 4,240.75 | Materials | United States | |
| 22440810 | CR US | Crane Co | 143,886 | $26,400,203.28 | 1.25% | $26,367,109.50 | 1.25% | 10,554.63 | Industrials | United States | |
| 85914M10 | STEP US | StepStone Group Inc | 412,555 | $26,172,489.20 | 1.24% | $26,056,973.80 | 1.24% | 4,997.49 | Financials | United States | |
| 46222210 | IONS US | Ionis Pharmaceuticals Inc | 306,440 | $25,351,781.20 | 1.20% | $25,351,781.20 | 1.20% | 13,400.14 | Health Care | United States | |
| 19459J10 | COLL US | Collegium Pharmaceutical Inc | 538,945 | $25,157,952.60 | 1.19% | $25,157,952.60 | 1.19% | 1,475.60 | Health Care | United States | |
| 87305R10 | TTMI US | TTM Technologies Inc | 357,441 | $25,085,209.38 | 1.19% | $25,085,209.38 | 1.19% | 7,251.77 | Information Technology | United States | |
| 70557310 | PEGA US | Pegasystems Inc | 453,266 | $24,825,378.82 | 1.18% | $24,825,378.82 | 1.18% | 9,340.75 | Information Technology | United States | |
| 70334310 | PATK US | Patrick Industries Inc | 224,337 | $24,277,750.14 | 1.15% | $24,277,750.14 | 1.15% | 3,601.24 | Consumer Discretionary | United States | |
| 12719030 | CACI US | CACI International Inc | 38,976 | $24,052,089.60 | 1.14% | $24,052,089.60 | 1.14% | 13,625.39 | Industrials | United States | |
| 45826H10 | ITGR US | Integer Holdings Corp | 332,845 | $24,024,752.10 | 1.14% | $24,024,752.10 | 1.14% | 2,529.07 | Health Care | United States | |
| 69343T10 | PJT US | PJT Partners Inc | 141,582 | $23,787,191.82 | 1.13% | $23,787,191.82 | 1.13% | 4,083.85 | Financials | United States | |
| 01644J10 | ALKT US | Alkami Technology Inc | 1,093,141 | $23,305,766.12 | 1.11% | $23,305,766.12 | 1.11% | 2,238.69 | Information Technology | United States | |
| 16308610 | CHEF US | Chefs' Warehouse Inc | 366,866 | $22,496,223.12 | 1.07% | $22,496,223.12 | 1.07% | 2,494.84 | Consumer Staples | United States | |
| 74736L10 | QTWO US | Q2 Holdings Inc | 302,501 | $21,819,397.13 | 1.03% | $21,819,397.13 | 1.03% | 4,510.29 | Information Technology | United States | |
| 04351P10 | ASND US | Ascendis Pharma AS ADR | 102,033 | $21,664,666.89 | 1.03% | $21,664,666.89 | 1.03% | 12,984.29 | Health Care | Denmark | |
| 11704310 | BC US | Brunswick Corp/DE | 317,612 | $21,133,902.48 | 1.00% | $20,997,329.32 | 1.00% | 4,304.03 | Consumer Discretionary | United States | |
| 98379310 | XPO US | XPO Inc | 146,513 | $20,813,636.78 | 0.99% | $20,813,636.78 | 0.99% | 16,675.61 | Industrials | United States | |
| 57479510 | MASI US | Masimo Corp | 144,276 | $20,549,230.68 | 0.97% | $20,549,230.68 | 0.97% | 7,650.49 | Health Care | United States | |
| 45378A10 | IRT US | Independence Realty Trust Inc REIT | 1,195,239 | $20,498,348.85 | 0.97% | $20,498,348.85 | 0.97% | 4,100.79 | Real Estate | United States | |
| 52476L10 | LGN US | Legence Corp | 443,583 | $20,395,946.34 | 0.97% | $20,395,946.34 | 0.97% | 2,697.01 | Industrials | United States | |
| 01625510 | ALGN US | Align Technology Inc | 138,439 | $20,376,836.41 | 0.97% | $20,376,836.41 | 0.97% | 10,603.57 | Health Care | United States | |
| 92538J10 | VERX US | Vertex Inc | 1,033,131 | $20,321,686.77 | 0.96% | $20,321,686.77 | 0.96% | 3,136.79 | Information Technology | United States | |
| 90267310 | UFPT US | UFP Technologies Inc | 89,479 | $20,283,994.51 | 0.96% | $20,283,994.51 | 0.96% | 1,748.33 | Health Care | United States | |
| G4253H10 | JHX US | James Hardie Industries PLC | 1,021,281 | $20,200,938.18 | 0.96% | $20,200,938.18 | 0.96% | 11,456.29 | Materials | Australia | |
| 65487K10 | LASR US | nLight Inc | 568,016 | $20,011,203.68 | 0.95% | $20,011,203.68 | 0.95% | 1,789.19 | Information Technology | United States | |
| 12510Q10 | CCC US | CCC Intelligent Solutions Holdings Inc | 2,663,900 | $19,846,055.00 | 0.94% | $19,846,055.00 | 0.94% | 4,821.51 | Information Technology | United States | |
| 97415510 | WING US | Wingstop Inc | 74,661 | $19,787,404.83 | 0.94% | $19,765,006.53 | 0.94% | 7,356.05 | Consumer Discretionary | United States | |
| 81663L20 | WGS US | GeneDx Holdings Corp | 118,373 | $19,762,372.35 | 0.94% | $19,762,372.35 | 0.94% | 4,825.62 | Health Care | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 434,895 | $19,705,092.45 | 0.93% | $19,683,347.70 | 0.93% | 18,308.58 | Energy | United States | |
| 40749710 | HLNE US | Hamilton Lane Inc | 157,836 | $19,561,404.66 | 0.93% | $19,561,404.66 | 0.93% | 5,449.17 | Financials | United States | |
| 97717P10 | WT US | WisdomTree Inc | 1,741,562 | $19,226,844.48 | 0.91% | $19,226,844.48 | 0.91% | 1,553.49 | Financials | United States | |
| 15986410 | CRL US | Charles River Laboratories International Inc | 105,620 | $18,815,146.80 | 0.89% | $18,815,146.80 | 0.89% | 8,767.24 | Health Care | United States | |
| 60471A10 | MIR US | Mirion Technologies Inc | 721,260 | $18,767,185.20 | 0.89% | $18,767,185.20 | 0.89% | 6,448.32 | Information Technology | United States | |
| 45005610 | IRTC US | iRhythm Technologies Inc | 99,326 | $18,674,281.26 | 0.89% | $18,674,281.26 | 0.89% | 6,057.52 | Health Care | United States | |
| 40131M10 | GH US | Guardant Health Inc | 172,243 | $18,674,586.06 | 0.89% | $18,674,586.06 | 0.89% | 14,026.77 | Health Care | United States | |
| 09062W20 | BLFS US | BioLife Solutions Inc | 703,004 | $18,629,606.00 | 0.88% | $18,629,606.00 | 0.88% | 1,275.92 | Health Care | United States | |
| 92839U20 | VC US | Visteon Corp | 179,179 | $18,555,243.85 | 0.88% | $18,500,231.75 | 0.88% | 2,818.73 | Consumer Discretionary | United States | |
| 09224410 | BRCB US | Black Rock Coffee Bar Inc | 810,663 | $18,442,583.25 | 0.87% | $18,442,583.25 | 0.87% | 397.63 | Consumer Discretionary | United States | |
| 91200810 | USFD US | US Foods Holding Corp | 230,114 | $18,103,068.38 | 0.86% | $18,103,068.38 | 0.86% | 17,669.28 | Consumer Staples | United States | |
| 23282W60 | CYTK US | Cytokinetics Inc | 261,666 | $17,827,304.58 | 0.85% | $17,827,304.58 | 0.85% | 8,329.91 | Health Care | United States | |
| 09371210 | BE US | Bloom Energy Corp | 162,058 | $17,703,215.92 | 0.84% | $17,703,215.92 | 0.84% | 25,836.44 | Industrials | United States | |
| 64119N60 | NTSK US | Netskope Inc | 950,658 | $17,473,094.04 | 0.83% | $17,473,094.04 | 0.83% | 7,022.50 | Information Technology | United States | |
| 37957720 | GMED US | Globus Medical Inc | 191,893 | $17,469,938.72 | 0.83% | $17,469,938.72 | 0.83% | 12,254.44 | Health Care | United States | |
| 03152W10 | FOLD US | Amicus Therapeutics Inc | 1,746,157 | $17,339,339.01 | 0.82% | $17,339,339.01 | 0.82% | 3,063.74 | Health Care | United States | |
| 03674X10 | AR US | Antero Resources Corp | 446,841 | $16,278,417.63 | 0.77% | $16,278,417.63 | 0.77% | 11,238.44 | Energy | United States | |
| 68278B10 | OS US | Onestream Inc | 771,401 | $16,068,282.83 | 0.76% | $16,068,282.83 | 0.76% | 3,909.42 | Information Technology | United States | |
| 25401T60 | DBRG US | DigitalBridge Group Inc | 1,650,113 | $16,022,597.23 | 0.76% | $16,022,597.23 | 0.76% | 1,773.77 | Financials | United States | |
| 10316T10 | BOX US | Box Inc | 540,501 | $15,966,399.54 | 0.76% | $15,966,399.54 | 0.76% | 4,279.93 | Information Technology | United States | |
| H8088L10 | SRAD US | Sportradar Group AG | 719,358 | $15,825,876.00 | 0.75% | $15,825,876.00 | 0.75% | 6,588.12 | Consumer Discretionary | Switzerland | |
| 50157510 | KYMR US | Kymera Therapeutics Inc | 231,386 | $15,706,481.68 | 0.74% | $15,706,481.68 | 0.74% | 4,883.90 | Health Care | United States | |
| 64361Q10 | VNOM US | Viper Energy Inc | 426,238 | $15,570,474.14 | 0.74% | $15,570,474.14 | 0.74% | 6,183.10 | Energy | United States | |
| 57648520 | MTDR US | Matador Resources Co | 348,555 | $14,909,440.13 | 0.70% | $14,778,732.00 | 0.70% | 5,273.67 | Energy | United States | |
| 91689610 | UEC US | Uranium Energy Corp | 1,185,099 | $14,541,164.73 | 0.69% | $14,541,164.73 | 0.69% | 5,899.69 | Energy | United States | |
| 00091G10 | ACVA US | ACV Auctions Inc | 1,846,899 | $14,498,157.15 | 0.69% | $14,498,157.15 | 0.69% | 1,351.54 | Industrials | United States | |
| 48592410 | KRMN US | Karman Holdings Inc | 215,547 | $14,448,115.41 | 0.69% | $14,448,115.41 | 0.69% | 8,869.57 | Industrials | United States | |
| 49904910 | KNX US | Knight-Swift Transportation Holdings Inc | 307,648 | $14,090,278.40 | 0.67% | $14,090,278.40 | 0.67% | 7,435.13 | Industrials | United States | |
| 41319710 | HRMY US | Harmony Biosciences Holdings Inc | 387,371 | $13,670,322.59 | 0.65% | $13,670,322.59 | 0.65% | 2,032.58 | Health Care | United States | |
| 36168Q10 | GFL US | GFL Environmental Inc | 292,137 | $13,283,469.39 | 0.63% | $13,283,469.39 | 0.63% | 17,007.64 | Industrials | Canada | |
| 64125C10 | NBIX US | Neurocrine Biosciences Inc | 86,794 | $13,206,575.04 | 0.63% | $13,206,575.04 | 0.63% | 15,171.22 | Health Care | United States | |
| BN85P6 | KXS CN | Kinaxis Inc | 104,388 | $13,043,177.70 | 0.62% | $13,043,177.70 | 0.62% | 3,516.57 | Information Technology | Canada | |
| 00737L10 | ATGE US | Adtalem Global Education Inc | 140,452 | $13,000,237.12 | 0.62% | $13,000,237.12 | 0.62% | 3,362.57 | Consumer Discretionary | United States | |
| 00650F10 | ADPT US | Adaptive Biotechnologies Corp | 650,470 | $12,788,240.20 | 0.61% | $12,788,240.20 | 0.61% | 3,001.40 | Health Care | United States | |
| M2029K10 | BIRK US | Birkenstock Holding Plc | 294,962 | $12,780,703.46 | 0.61% | $12,780,703.46 | 0.61% | 7,968.65 | Consumer Discretionary | Germany | |
| 00790R10 | WMS US | Advanced Drainage Systems Inc | 83,668 | $12,749,329.84 | 0.60% | $12,749,329.84 | 0.60% | 11,849.75 | Industrials | United States | |
| 82907310 | SSD US | Simpson Manufacturing Co Inc | 75,371 | $12,615,597.98 | 0.60% | $12,615,597.98 | 0.60% | 6,939.45 | Industrials | United States | |
| 45258D10 | IMCR US | Immunocore Holdings PLC ADR | 304,295 | $12,019,652.50 | 0.57% | $12,019,652.50 | 0.57% | 1,995.95 | Health Care | United Kingdom | |
| 36831E10 | GCMG US | GCM Grosvenor Inc | 1,080,452 | $11,863,362.96 | 0.56% | $11,863,362.96 | 0.56% | 585.80 | Financials | United States | |
| 42226A10 | HQY US | HealthEquity Inc | 109,619 | $11,529,726.42 | 0.55% | $11,529,726.42 | 0.55% | 9,089.76 | Health Care | United States | |
| G5269410 | KNSA US | Kiniksa Pharmaceuticals International Plc | 264,751 | $11,257,212.52 | 0.53% | $11,257,212.52 | 0.53% | 3,207.07 | Health Care | United States | |
| 85423L10 | SARO US | StandardAero Inc | 421,150 | $11,000,438.00 | 0.52% | $11,000,438.00 | 0.52% | 8,736.36 | Industrials | United States | |
| 22041X10 | CRSR US | Corsair Gaming Inc | 1,683,987 | $10,979,595.24 | 0.52% | $10,979,595.24 | 0.52% | 694.87 | Information Technology | United States | |
| 81730H10 | S US | SentinelOne Inc | 673,457 | $10,916,737.97 | 0.52% | $10,916,737.97 | 0.52% | 5,383.91 | Information Technology | United States | |
| M7518J10 | ODD US | Oddity Tech Ltd | 248,550 | $10,752,273.00 | 0.51% | $10,752,273.00 | 0.51% | 2,415.12 | Consumer Staples | Israel | |
| 71424F10 | PR US | Permian Resources Corp | 735,469 | $10,656,945.81 | 0.51% | $10,656,945.81 | 0.51% | 10,793.88 | Energy | United States | |
| 04963C20 | ATRC US | AtriCure Inc | 288,339 | $10,414,804.68 | 0.49% | $10,414,804.68 | 0.49% | 1,795.78 | Health Care | United States | |
| 11434010 | AZTA US | Azenta Inc | 289,128 | $10,281,391.68 | 0.49% | $10,281,391.68 | 0.49% | 1,630.75 | Health Care | United States | |
| 68111610 | OLLI US | Ollie's Bargain Outlet Holdings Inc | 79,935 | $9,840,797.85 | 0.47% | $9,840,797.85 | 0.47% | 7,550.21 | Consumer Discretionary | United States | |
| 52490G10 | LEGN US | Legend Biotech Corp ADR | 353,267 | $9,789,028.57 | 0.46% | $9,789,028.57 | 0.46% | 5,114.45 | Health Care | China | |
| 59356Q10 | MIAX US | Miami International Holdings Inc | 201,637 | $9,196,663.57 | 0.44% | $9,196,663.57 | 0.44% | 3,714.25 | Financials | United States | |
| 19851610 | COLM US | Columbia Sportswear Co | 168,490 | $9,100,144.90 | 0.43% | $9,049,597.90 | 0.43% | 2,903.56 | Consumer Discretionary | United States | |
| N1450610 | ESTC US | Elastic NV | 119,540 | $8,431,156.20 | 0.40% | $8,431,156.20 | 0.40% | 7,463.48 | Information Technology | United States | |
| 74935Q10 | RBA US | RB Global Inc | 77,828 | $7,663,217.28 | 0.36% | $7,642,709.60 | 0.36% | 18,235.74 | Industrials | Canada | |
| M9806810 | WIX US | Wix.com Ltd | 79,113 | $7,571,905.23 | 0.36% | $7,571,905.23 | 0.36% | 5,370.10 | Information Technology | Israel | |
| 90400D10 | RARE US | Ultragenyx Pharmaceutical Inc | 211,945 | $7,365,088.75 | 0.35% | $7,365,088.75 | 0.35% | 3,352.60 | Health Care | United States | |
| 81764X10 | TTAN US | ServiceTitan Inc | 82,369 | $7,360,493.84 | 0.35% | $7,360,493.84 | 0.35% | 8,295.38 | Information Technology | United States | |
| 09016810 | BLLN US | Billiontoone Inc | 53,322 | $6,941,457.96 | 0.33% | $6,941,457.96 | 0.33% | 5,317.90 | Health Care | United States | |
| 15694410 | CGON US | CG oncology Inc | 148,150 | $6,643,046.00 | 0.32% | $6,643,046.00 | 0.32% | 3,617.07 | Health Care | United States | |
| 15678C10 | CBLL US | Ceribell Inc | 376,698 | $6,392,565.06 | 0.30% | $6,392,565.06 | 0.30% | 629.51 | Health Care | United States | |
| 74276L10 | PRCT US | PROCEPT BioRobotics Corp | 194,059 | $6,147,789.12 | 0.29% | $6,147,789.12 | 0.29% | 1,770.23 | Health Care | United States | |
| G1691012 | BLSH US | Bullish | 134,283 | $5,857,424.46 | 0.28% | $5,857,424.46 | 0.28% | 6,572.84 | Financials | Cayman Islands | |
| 15687V10 | CERT US | Certara Inc | 627,380 | $5,746,800.80 | 0.27% | $5,746,800.80 | 0.27% | 1,460.08 | Health Care | United States | |
| 14215210 | CAI US | Caris Life Sciences Inc | 177,080 | $4,520,852.40 | 0.21% | $4,520,852.40 | 0.21% | 7,203.21 | Health Care | United States | |
| 08692110 | BETA US | Beta Technologies Inc | 164,924 | $4,497,477.48 | 0.21% | $4,497,477.48 | 0.21% | 5,871.40 | Industrials | United States | |
| 88023B10 | TEM US | Tempus AI Inc | 56,384 | $4,394,005.12 | 0.21% | $4,394,005.12 | 0.21% | 13,846.52 | Health Care | United States | |
| 00091E10 | ABSI US | Absci Corp | 1,263,891 | $4,006,534.47 | 0.19% | $4,006,534.47 | 0.19% | 476.68 | Health Care | United States | |
| 03589W10 | ANNX US | Annexon Inc | 668,226 | $3,007,017.00 | 0.14% | $3,007,017.00 | 0.14% | 651.28 | Health Care | United States | |
| 35168W10 | GUTS US | Fractyl Health Inc | 639,147 | $1,003,460.79 | 0.05% | $1,003,460.79 | 0.05% | 215.16 | Health Care | United States | |
| 68404V11 | 2209331D | Optinose Inc Warrant | 4 | $0.82 | 0.00% | $0.00 | 0.00% | - | Equity Warrants | United States | |
| CASH_USD | CASH_USD | Cash | - | 75,252,528.84 | 3.56% | 74,988,730.50 | 3.56% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | 75,929,228.03 | 3.61% | 75,938,842.27 | - | - | - | United States | |
| CAPUSD | CAPUSD | CAPUSD | - | -238,165.93 | -0.01% | -238,165.93 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | -711,945.84 | -0.03% | -711,945.84 | - | - | - | United States | |
| CASH_DERV | - | Other | - | -0.01 | 0.01% | 263,799.16 | 0.01% | - | - | 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 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.
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.
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 at MFS.com. Read it carefully.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.