MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 6/30/15

UST Bond 10Yr Future SEP 21 15
Aud Bond 10Yr Future SEP 15 15
MSCI Taiwan Index Future JUL 30 15
Hang Seng Index Future JUL 30 15
Aust SPI 200 Future SEP 17 15*
S&P TSX 60 Index Future SEP 17 15*
S&P 500 E-Mini Future SEP 18 15*
Canadian Bond 10Yr Future SEP 21 15*
Euro Bund 10Yr Future SEP 08 15*
JGB 10Yr Future SEP 10 15*

32.87% long and 55.37% short (*) positions of total net assets

Total number of holdings: 1042

Full and Historical Holdings

15.39% of the total net assets are invested in the MFS Commodity Strategy Fund

4.92% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 6/30/15

United States Dollar
106.90
Norwegian Krone
7.55
Australian Dollar
4.06
Canadian Dollar
2.10
Japanese Yen
1.44
Indian Rupee
0.31
Brazilian Real
0.17
Thailand Baht
0.12
Chinese Renminbi
0.12
Singapore Dollar
0.09
Philippine Peso
0.07
Turkish Lira
0.06
Russian Ruble
0.04
Czech Koruna
0.04
Chilean Peso*
-0.05
Danish Krone*
-0.05
Polish Zloty*
-0.06
Israeli Shekel*
-0.07
Indonesian Rupiah*
-0.08
Thailand Offshore Rate*
-0.08
Malaysian Ringgit*
-0.11
Taiwan Dollar*
-0.13
Mexican Peso*
-0.15
South African Rand*
-0.25
South Korean Won*
-0.36
Hong Kong Dollar*
-0.43
New Zealand Dollar*
-0.87
Swedish Krona*
-3.17
British Pound Sterling*
-3.73
Swiss Franc*
-5.99
Euro*
-7.46

Fund Positions %

As of 6/30/15

 
Actively Managed
Overlay Impact1
Net Exposure
 Equity
 
Total
35.16
Europe ex-U.K.
4.72
13.28
18.00
U.S. Large Cap
14.72
-5.73
8.99
Emerging Markets
1.77
6.72
8.49
Japan
2.08
0.97
3.05
United Kingdom
2.07
-0.37
1.70
Asia/Pacific ex-Japan
1.15
0.01
1.16
U.S. Small/Mid Cap
2.91
-3.66
-0.75
North America ex-U.S.
0.45
-5.93
-5.48
 Fixed Income
 
Total
26.15
U.S.
16.92
16.61
33.53
Asia/Pacific ex-Japan
1.68
7.77
9.46
United Kingdom
2.29
1.33
3.61
Emerging Markets
2.04
0.00
2.04
Supranational
0.19
0.00
0.19
Europe ex-U.K.
10.20
-11.77
-1.57
North America ex-U.S.
1.82
-9.02
-7.19
Japan
3.65
-17.56
-13.91
 Commodity Related
 
Total
15.33
Commodity Related
15.33
0.00
15.33
 Fixed Income (inflation-adjusted)
 
Total
14.57
U.S.
14.57
0.00
14.57
 Real Estate Related
 
Total
5.52
U.S.
3.08
0.00
3.08
Non-U.S.
2.44
0.00
2.44
 Cash
 
Total
3.28
Cash & Equivalents
-9.53
3.65
-5.89
Derivative Cash Equivalents 2
1.86
7.31
9.17
Total Net Exposure Summary
96.40
3.60
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.