MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 12/31/16

Aud Bond 10Yr Future
Canadian Bond 10Yr Future MAR 22 17
UST Bond 10Yr Future MAR 22 17
Iboxx USD Liquid High Yield Index Total Return Swap JUN 20 17
FTSE 100 Index Future
IBOV Index Future
MSCI Taiwan Index Future
S&P 500 E-Mini Future*
JGB 10Yr Future*
Euro Bund 10Yr Future*

48.25% long and 42.39% short (*) positions of total net assets

Total number of holdings: 862

Full and Historical Holdings

15.25% of the total net assets are invested in the MFS Commodity Strategy Fund

5.14% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 12/31/16

United States Dollar
104.79
Norwegian Krone
6.66
Japanese Yen
2.38
Canadian Dollar
1.87
Australian Dollar
1.72
New Zealand Dollar
0.21
Taiwan Dollar
0.19
Indian Rupee
0.11
Malaysian Ringgit
0.04
Czech Koruna
0.03
Turkish Lira
0.01
Singapore Dollar
0.01
Israeli Shekel*
-0.02
Polish Zloty*
-0.04
Hong Kong Dollar*
-0.05
Mexican Peso*
-0.06
Chilean Peso*
-0.06
Thailand Offshore Rate*
-0.10
Indonesian Rupiah*
-0.11
Russian Ruble*
-0.11
Danish Krone*
-0.17
South African Rand*
-0.18
Brazilian Real*
-0.28
Chinese Yuan Offshore (HK)*
-0.31
South Korean Won*
-0.54
Swedish Krona*
-2.36
British Pound Sterling*
-2.40
Euro*
-5.50
Swiss Franc*
-5.71

Fund Positions %

As of 12/31/16

 
Actively Managed
Overlay Impact1
Net Exposure
  Fixed Income
 
Total
33.64
U.S.
21.55
12.18
33.73
Asia/Pacific ex-Japan
1.23
16.32
17.55
North America ex-U.S.
2.30
6.35
8.65
Emerging Markets
0.26
0.00
0.26
Supranational
0.22
0.00
0.22
Developed - Middle East/Africa
0.04
0.00
0.04
United Kingdom
1.16
-2.75
-1.59
Europe ex-U.K.
8.88
-20.65
-11.77
Japan
3.61
-17.07
-13.46
  Equity
 
Total
33.55
U.S. Large Cap
17.71
-5.44
12.27
Europe ex-U.K.
4.27
6.32
10.59
Emerging Markets
1.42
5.42
6.84
United Kingdom
1.67
4.99
6.66
Asia/Pacific ex-Japan
0.93
1.09
2.02
U.S. Small/Mid Cap
1.37
-1.50
-0.13
North America ex-U.S.
0.00
-1.77
-1.77
Japan
1.65
-4.58
-2.93
  Commodity Related
 
Total
15.25
Commodity Related
15.25
0.00
15.25
  Fixed Income (inflation-adjusted)
 
Total
15.03
U.S.
15.03
0.00
15.03
  Real Estate Related
 
Total
6.02
U.S.
3.03
0.00
3.03
Non-U.S.
2.99
0.00
2.99
Cash & Cash Equivalents
 
10.10
Other2
 
-13.59
Total Net Exposure Summary
97.93
2.07
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.