MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 3/31/15

UST Bond 10YR Future JUN 19 15
GB Govt Bond 10YR Future JUN 26 15
DAX Index Future JUN 19 15
Hang Seng Index Future APR 29 15
Hang Seng China Ent Index Future APR 29 15
Aud Bond 10Yr Future Jun 15 15*
Canadian Bond 10YR Future JUN 19 15*
S&P 500 E-Mini Future JUN 19 15*
JGB 10Yr Future JUN 11 15*
Euro Bund 10Yr Future JUN 08 15*

40.94% long and 43.01% short (*) positions of total net assets

Total number of holdings: 1054

Full and Historical Holdings

13.38% of the total net assets are invested in the MFS Commodity Strategy Fund

5.13% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 3/31/15

United States Dollar
110.40
Norwegian Krone
6.25
Japanese Yen
5.55
Australian Dollar
1.62
New Zealand Dollar
1.11
Hong Kong Dollar
0.44
Indian Rupee
0.34
Chilean Peso
0.28
Singapore Dollar
0.20
Thailand Baht
0.14
Philippine Peso
0.07
Russian Ruble
0.04
Czech Koruna
0.03
Taiwan Dollar*
-0.03
Polish Zloty*
-0.05
Israeli Shekel*
-0.07
Thailand Offshore Rate*
-0.08
Danish Krone*
-0.09
Indonesian Rupiah*
-0.09
Mexican Peso*
-0.10
Brazilian Real*
-0.17
South African Rand*
-0.24
Turkish Lira*
-0.29
South Korean Won*
-0.35
Malaysian Ringgit*
-0.42
Canadian Dollar*
-2.71
Swedish Krona*
-2.95
Swiss Franc*
-5.68
British Pound Sterling*
-5.94
Euro*
-7.22

Fund Positions %

As of 3/31/15

 
Actively Managed
Overlay Impact1
Net Exposure
 Equity
 
Total
40.44
Europe ex-U.K.
4.88
9.31
14.19
Emerging Markets
1.72
10.24
11.96
U.S. Large Cap
13.85
-3.85
10.01
Asia/Pacific ex-Japan
1.48
1.72
3.20
Japan
2.12
0.00
2.12
United Kingdom
1.84
-1.38
0.46
North America ex-U.S.
0.36
-0.47
-0.11
U.S. Small/Mid Cap
2.93
-4.31
-1.38
 Fixed Income
 
Total
31.31
U.S.
17.45
19.58
37.03
United Kingdom
2.25
8.04
10.29
Emerging Markets
1.49
0.00
1.49
Supranational
0.15
0.00
0.15
Asia/Pacific ex-Japan
2.08
-5.23
-3.16
North America ex-U.S.
1.78
-5.45
-3.67
Japan
3.91
-8.48
-4.56
Europe ex-U.K.
10.84
-17.09
-6.26
 Fixed Income (inflation-adjusted)
 
Total
14.08
U.S.
14.08
0.00
14.08
 Commodity Related
 
Total
13.14
Commodity Related
13.14
0.00
13.14
 Real Estate Related
 
Total
5.71
U.S.
3.27
0.00
3.27
Non-U.S.
2.45
0.00
2.45
 Cash
 
Total
-4.68
Cash & Equivalents
-6.48
4.38
-2.09
Derivative Cash Equivalents 2
0.00
-2.59
-2.58
Total Net Exposure Summary
95.57
4.43
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.