MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 3/31/17

Aud Bond 10Yr Future JUN 15 17
Euro Bund 10Yr Future JUN 08 17
FTSE 100 Index Future JUN 16 17
OMXS30 Index Future APR 21 17
Aust SPI 200 Future JUN 15 17*
S&P TSX 60 Index Future JUN 15 17*
S&P 500 E-Mini Future JUN 16 17*
Canadian Bond 10Yr Future JUN 21 17*
JGB 10Yr Future JUN 13 17*
GB Govt Bond 10Yr Future JUN 28 17*

35.60% long and 48.28% short (*) positions of total net assets

Total number of holdings: 851

Full and Historical Holdings

14.55% of the total net assets are invested in the MFS Commodity Strategy Fund

5.13% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 3/31/17

United States Dollar
98.83
Norwegian Krone
6.48
Japanese Yen
5.10
Canadian Dollar
3.14
Australian Dollar
2.89
Indian Rupee
0.90
British Pound Sterling
0.47
Taiwan Dollar
0.07
Malaysian Ringgit
0.04
Czech Koruna
0.03
Singapore Dollar
0.03
Turkish Lira
0.02
Chinese Yuan Offshore (HK)
0.00
Mexican Peso*
-0.02
Israeli Shekel*
-0.02
Hong Kong Dollar*
-0.03
Polish Zloty*
-0.04
Chilean Peso*
-0.06
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.11
Russian Ruble*
-0.12
Danish Krone*
-0.17
South African Rand*
-0.28
Brazilian Real*
-0.34
South Korean Won*
-0.49
New Zealand Dollar*
-2.41
Swedish Krona*
-3.79
Euro*
-4.25
Swiss Franc*
-5.77

Fund Positioning %

As of 3/31/17

 
Active Security Selection
Derivative Overlay Positions1
Long Short*

Net Exposure
  Equity *
 
 
33.53
Europe ex-U.K.
4.10
17.18
-4.32
16.96
U.S. Large Cap
17.89
0.00
-6.18
11.71
United Kingdom
1.60
5.97
0.00
7.57
Emerging Markets
1.43
12.89
-8.04
6.28
Asia/Pacific ex-Japan
1.07
5.05
-5.37
0.75
Japan
1.40
0.00
-3.56
-2.16
U.S. Small/Mid Cap
2.13
0.00
-4.33
-2.20
North America ex-U.S.
0.00
0.00
-5.39
-5.39
  Fixed Income *
 
 
31.03
U.S.
21.98
0.00
0.00
21.98
Asia/Pacific ex-Japan
1.06
15.43
0.00
16.49
Europe ex-U.K.
7.94
8.27
0.00
16.22
Emerging Markets
0.27
0.00
0.00
0.27
Supranational
0.23
0.00
0.00
0.23
North America ex-U.S.
2.27
0.00
-7.67
-5.40
Japan
3.68
0.00
-11.79
-8.11
United Kingdom
1.23
0.00
-11.87
-10.64
  Fixed Income (inflation-adjusted) *
 
 
14.59
U.S.
14.59
0.00
0.00
14.59
  Commodity Related *
 
 
14.42
Commodity Related
14.42
0.00
0.00
14.42
  Real Estate Related *
 
 
6.64
U.S.
3.77
0.00
0.00
3.77
Non-U.S.
2.87
0.00
0.00
2.87
Cash & Cash Equivalents
 
 
12.31
Other2
 
 
-12.52
Total Net Exposure Summary
98.01
123.08
-121.09
100.00

1 Market exposure of derivative position utilized to adjust fund.

2 Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.

Important Characteristics Information

Portfolio characteristic data are based on unaudited net assets.

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.

*Short positions, unlike long positions, lose value if the underlying asset gains value.

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.