MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 2/28/17

Aud Bond 10Yr Future
FTSE 100 Index Future
Euro Bund 10Yr Future
UST Bond 10Yr Future JUN 21 17
Hang Seng China Ent Index Future MAR 30 17
Aust SPI 200 Future*
S&P TSX 60 Index Future*
S&P 500 E-Mini Future*
JGB 10Yr Future*
GB Govt Bond 10Yr Future JUN 28 17*

31.56% long and 43.98% short (*) positions of total net assets

Total number of holdings: 844

Full and Historical Holdings

14.89% of the total net assets are invested in the MFS Commodity Strategy Fund

5.15% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 2/28/17

United States Dollar
101.91
Norwegian Krone
6.34
Australian Dollar
4.65
Swedish Krona
2.68
New Zealand Dollar
2.34
Japanese Yen
1.58
Indian Rupee
0.54
Russian Ruble
0.21
Taiwan Dollar
0.06
Malaysian Ringgit
0.03
Czech Koruna
0.03
Singapore Dollar
0.02
Chinese Yuan Offshore (HK)
0.00
Israeli Shekel*
-0.02
Polish Zloty*
-0.04
South African Rand*
-0.05
Turkish Lira*
-0.06
Chilean Peso*
-0.06
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.11
Mexican Peso*
-0.12
Hong Kong Dollar*
-0.15
Danish Krone*
-0.17
Brazilian Real*
-0.26
South Korean Won*
-0.51
Canadian Dollar*
-0.85
British Pound Sterling*
-4.76
Swiss Franc*
-6.24
Euro*
-6.91

Fund Positions %

As of 2/28/17

 
Actively Managed
Overlay Impact1
Net Exposure
  Fixed Income
 
Total
35.13
U.S.
21.75
5.42
27.16
Asia/Pacific ex-Japan
1.07
12.82
13.90
Europe ex-U.K.
8.31
3.82
12.13
North America ex-U.S.
2.27
3.15
5.42
Emerging Markets
0.26
0.00
0.26
Supranational
0.23
0.00
0.23
Developed - Middle East/Africa
0.03
0.00
0.03
Japan
3.68
-11.65
-7.98
United Kingdom
1.14
-17.16
-16.02
  Equity
 
Total
32.27
Europe ex-U.K.
3.88
7.97
11.84
U.S. Large Cap
17.84
-6.16
11.68
Emerging Markets
1.32
6.06
7.38
United Kingdom
1.59
5.49
7.08
Asia/Pacific ex-Japan
1.05
-0.06
0.99
Japan
1.42
-1.19
0.23
U.S. Small/Mid Cap
2.07
-4.26
-2.19
North America ex-U.S.
0.00
-4.74
-4.74
  Commodity Related
 
Total
14.85
Commodity Related
14.85
0.00
14.85
  Fixed Income (inflation-adjusted)
 
Total
14.68
U.S.
14.68
0.00
14.68
  Real Estate Related
 
Total
6.59
U.S.
3.65
0.00
3.65
Non-U.S.
2.94
0.00
2.94
Cash & Cash Equivalents
 
12.34
Other2
 
-15.86
Total Net Exposure Summary
97.91
2.09
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.