MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 3/31/16

Aud Bond 10Yr Future JUN 15 16
Iboxx USD Liquid High Yield Index Total Reurn Swap 0.000 JAN 01 00
Canadian Bond 10Yr Future JUN 21 16
FTSE 100 Index Future JUN 17 16
XU030 - National 30 Index Future APR 29 2016
S&P 500 E-Mini Future JUN 17 16*
TOPIX Index Future JUN 09 16*
UST Bond 10Yr Future JUN 21 16*
Euro Bund 10Yr Future JUN 08 16*
JGB 10Yr Future JUN 13 16*

27.23% long and 36.11% short (*) positions of total net assets

Total number of holdings: 976

Full and Historical Holdings

14.74% of the total net assets are invested in the MFS Commodity Strategy Fund

5.32% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 3/31/16

United States Dollar
96.16
Norwegian Krone
8.67
Japanese Yen
7.10
Canadian Dollar
3.49
Australian Dollar
2.48
Brazilian Real
0.73
Turkish Lira
0.47
Hong Kong Dollar
0.15
Chinese Renminbi
0.12
Thailand Baht
0.11
Philippine Peso
0.05
Czech Koruna
0.05
Indian Rupee
0.02
Singapore Dollar
0.00
Polish Zloty*
-0.01
Chilean Peso*
-0.06
Taiwan Dollar*
-0.07
Russian Ruble*
-0.08
Mexican Peso*
-0.09
Israeli Shekel*
-0.09
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.11
Danish Krone*
-0.13
Malaysian Ringgit*
-0.13
South African Rand*
-0.21
South Korean Won*
-0.34
Swedish Krona*
-1.13
Swiss Franc*
-3.20
New Zealand Dollar*
-3.60
Euro*
-4.01
British Pound Sterling*
-6.24

Fund Positions %

As of 3/31/16

 
Actively Managed
Overlay Impact1
Net Exposure
  Equity
 
Total
35.81
U.S. Large Cap
16.13
-4.58
11.55
Emerging Markets
1.57
6.74
8.31
Europe ex-U.K.
4.08
3.70
7.78
Asia/Pacific ex-Japan
0.73
5.89
6.63
United Kingdom
2.08
3.92
6.00
U.S. Small/Mid Cap
3.20
-3.47
-0.27
North America ex-U.S.
0.39
-1.62
-1.24
Japan
1.86
-4.81
-2.95
  Fixed Income
 
Total
31.34
U.S.
19.59
-0.84
18.76
Asia/Pacific ex-Japan
1.78
10.31
12.10
North America ex-U.S.
1.93
4.37
6.29
United Kingdom
1.39
0.00
1.39
Emerging Markets
1.26
0.00
1.26
Supranational
0.22
0.00
0.22
Europe ex-U.K.
9.05
-9.13
-0.09
Japan
3.43
-12.01
-8.58
  Commodity Related
 
Total
16.04
Commodity Related
16.04
0.00
16.04
  Fixed Income (inflation-adjusted)
 
Total
14.69
U.S.
14.69
0.00
14.69
  Real Estate Related
 
Total
6.18
U.S.
3.49
0.00
3.49
Non-U.S.
2.69
0.00
2.69
Cash & Cash Equivalents
 
10.19
Other2
 
-14.25
Total Net Exposure Summary
98.73
1.27
100.00

1Represents the Fund's exposure to various markets using derivative instruments.

2Other 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.