MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 2/28/15

UST Bond 10YR Future JUN 19 15
Hang Seng Index Future MAR 30 15
Russell 2000 E-Mini Future MAR 20 15*
JGB 10Yr Future MAR 11 15*
Aud Bond 10Yr Future MAR 16 15*
Euro Bund 10Yr Future MAR 06 15*
Canadian Bond 10YR Future JUN 19 15*
Aust SPI 200 Future MAR 19 15*
S&P TSX 60 Index Future MAR 19 15*
S&P 500 E-Mini Future MAR 20 15*

20.06% long and 43.32% short (*) positions of total net assets

Total number of holdings: 1083

Full and Historical Holdings

14.04% of the total net assets are invested in the MFS Commodity Strategy Fund

5.16% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 2/28/15

Fund Positions %

As of 2/28/15

 
Actively Managed
Overlay Impact1
Net Exposure
 Equity
 
Total
37.40
Europe ex-U.K.
4.84
13.69
18.52
Emerging Markets
1.75
9.76
11.51
U.S. Large Cap
14.00
-4.11
9.90
Asia/Pacific ex-Japan
1.37
1.45
2.83
United Kingdom
1.95
-1.06
0.89
Japan
2.15
-1.27
0.88
U.S. Small/Mid Cap
3.22
-4.09
-0.87
North America ex-U.S.
0.36
-6.61
-6.25
 Fixed Income
 
Total
37.06
U.S.
17.26
15.28
32.54
Europe ex-U.K.
11.30
-5.33
5.96
United Kingdom
2.43
0.61
3.04
Emerging Markets
1.44
0.00
1.44
Japan
4.42
-4.11
0.31
Supranational
0.15
0.00
0.15
Asia/Pacific ex-Japan
2.07
-5.12
-3.05
North America ex-U.S.
2.01
-5.34
-3.33
 Fixed Income (inflation-adjusted)
 
Total
14.13
U.S.
14.13
0.00
14.13
 Commodity Related
 
Total
13.89
Commodity Related
13.89
0.00
13.89
 Real Estate Related
 
Total
5.71
U.S.
3.24
0.00
3.24
Non-U.S.
2.47
0.00
2.47
 Cash
 
Total
-8.18
Cash & Equivalents
-7.07
2.55
-4.52
Derivative Cash Equivalents 2
0.00
-3.67
-3.66
Total Net Exposure Summary
97.38
2.62
100.00

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

2Represents the offsetting component of the Fund's derivative transactions

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.