MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 4/30/17

Aud Bond 10Yr Future JUN 15 17
Euro Bund 10Yr Future JUN 08 17
Hang Seng Index Future May 29 17
Russell 2000 E-Mini Future JUN 16 17*
UST Bond 10Yr Future JUN 21 17*
S&P 500 E-Mini Future JUN 16 17*
Aust SPI 200 Future JUN 15 17*
S&P TSX 60 Index Future JUN 15 17*
Canadian Bond 10Yr Future JUN 21 17*
GB Govt Bond 10Yr Future JUN 28 17*

34.62% long and 57.78% short (*) positions of total net assets

Total number of holdings: 816

Full and Historical Holdings

14.21% 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 4/30/17

United States Dollar
102.68
Norwegian Krone
5.67
Japanese Yen
4.87
British Pound Sterling
1.24
Indian Rupee
0.93
Canadian Dollar
0.75
Australian Dollar
0.73
Hong Kong Dollar
0.14
Taiwan Dollar
0.07
Turkish Lira
0.04
Malaysian Ringgit
0.04
Czech Koruna
0.03
Singapore Dollar
0.03
Israeli Shekel*
-0.02
Polish Zloty*
-0.04
Chilean Peso*
-0.06
Mexican Peso*
-0.07
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.11
Russian Ruble*
-0.12
Danish Krone*
-0.18
Brazilian Real*
-0.22
South African Rand*
-0.38
South Korean Won*
-0.48
New Zealand Dollar*
-1.26
Euro*
-3.28
Swedish Krona*
-4.90
Swiss Franc*
-5.99

Fund Positioning %

As of 4/30/17

 
Active Security Selection
Derivative Overlay Positions1
Long Short*

Net Exposure
  Fixed Income *
 
 
35.19
Europe ex-U.K.
8.13
13.81
0.00
21.94
U.S.
21.96
0.00
-4.38
17.58
Asia/Pacific ex-Japan
1.04
15.23
0.00
16.27
Japan
3.69
0.00
0.00
3.69
Emerging Markets
0.23
0.00
0.00
0.23
Supranational
0.22
0.00
0.00
0.22
North America ex-U.S.
2.24
0.00
-11.57
-9.34
United Kingdom
1.24
0.00
-16.64
-15.40
  Equity *
 
 
34.82
Europe ex-U.K.
4.36
15.35
-2.94
16.76
U.S. Large Cap
17.75
0.00
-6.22
11.53
Emerging Markets
1.44
14.29
-9.16
6.57
United Kingdom
1.62
4.44
0.00
6.07
Japan
1.43
2.39
0.00
3.82
Asia/Pacific ex-Japan
1.12
4.81
-6.92
-0.99
U.S. Small/Mid Cap
2.66
0.00
-5.18
-2.52
North America ex-U.S.
0.00
0.00
-6.43
-6.43
  Commodity Related *
 
 
15.13
Commodity Related
15.13
0.00
0.00
15.13
  Fixed Income (inflation-adjusted) *
 
 
14.26
U.S.
14.26
0.00
0.00
14.26
  Real Estate Related *
 
 
6.63
U.S.
3.81
0.00
0.00
3.81
Non-U.S.
2.82
0.00
0.00
2.82
Cash & Cash Equivalents
 
 
11.99
Other2
 
 
-18.02
Total Net Exposure Summary
98.34
118.23
-116.57
100.00

1 Market exposure of derivative position utilized to adjust fund.

2 Other 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.