MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 8/31/16

UST Bond 10Yr Future DEC 20 16
FTSE 100 Index Future SEP 16 16
IBOXX USD Liquid High Yield Index Etrs JUN 20 17
Hang Seng Index Future SEP 29 16
IBOV Index Future¿ OCT 13 16
Aud Bond 10Yr Future SEP 15 16*
Euro Bund 10Yr Future SEP 08 16*
S&P 500 E-Mini Future SEP 16 16*
GB Govt Bond 10Yr Future DEC 28 16*
Canadian Bond 10Yr Future DEC 19 16*

33.20% long and 38.66% short (*) positions of total net assets

Total number of holdings: 881

Full and Historical Holdings

14.37% of the total net assets are invested in the MFS Commodity Strategy Fund

5.3% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 8/31/16

United States Dollar
98.11
Norwegian Krone
7.89
Australian Dollar
4.00
Japanese Yen
3.76
Euro
1.02
New Zealand Dollar
0.78
Thailand Baht
0.32
Taiwan Dollar
0.28
Indian Rupee
0.23
Hong Kong Dollar
0.18
Turkish Lira
0.05
Czech Koruna
0.03
Singapore Dollar
0.00
Polish Zloty*
-0.04
Mexican Peso*
-0.06
Chilean Peso*
-0.06
Israeli Shekel*
-0.09
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.10
Russian Ruble*
-0.10
Malaysian Ringgit*
-0.12
South African Rand*
-0.22
Danish Krone*
-0.23
Chinese Yuan Offshore (HK)*
-0.31
Brazilian Real*
-0.34
South Korean Won*
-0.47
British Pound Sterling*
-1.62
Canadian Dollar*
-3.47
Swedish Krona*
-4.09
Swiss Franc*
-5.23

Fund Positions %

As of 8/31/16

 
Actively Managed
Overlay Impact1
Net Exposure
  Equity
 
Total
28.82
U.S. Large Cap
17.78
-5.21
12.57
United Kingdom
1.66
5.83
7.49
Emerging Markets
2.02
3.18
5.20
Europe ex-U.K.
4.32
-0.66
3.66
Asia/Pacific ex-Japan
0.92
0.91
1.83
U.S. Small/Mid Cap
1.08
-0.93
0.15
Japan
1.84
-3.93
-2.08
  Fixed Income
 
Total
27.14
U.S.
20.77
19.95
40.72
Europe ex-U.K.
9.06
-4.10
4.96
Japan
3.55
0.00
3.55
Emerging Markets
1.05
0.00
1.05
Supranational
0.22
0.00
0.22
Developed - Middle East/Africa
0.12
0.00
0.12
Asia/Pacific ex-Japan
1.85
-4.07
-2.22
United Kingdom
1.57
-11.31
-9.73
North America ex-U.S.
1.66
-13.19
-11.53
  Fixed Income (inflation-adjusted)
 
Total
14.81
U.S.
14.81
0.00
14.81
  Commodity Related
 
Total
14.32
Commodity Related
14.32
0.00
14.32
  Real Estate Related
 
Total
6.23
Non-U.S.
3.21
0.00
3.21
U.S.
3.01
0.00
3.01
Cash & Cash Equivalents
 
8.19
Other2
 
0.49
Total Net Exposure Summary
97.55
2.45
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.